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Services
“Although the financial services industry is subject to constant change, the principles on which we were founded have remained steadfast.”

The financial services process at Ten Haagen Financial Group (THFG) begins with an in-depth complimentary confidential face to face consultation to make sure we have a comfortable fit. We will discuss and evaluate your current financial situation and your personal needs, goals and objectives.

With the ever changing economic, geopolitical and market conditions, we strongly advocate investing over the long-term with proper diversification. We help ensure you have a proper emergency fund, a will and insurance to cover your families needs. We want to work with you, so that you are comfortable with your investment decisions.

Some of the services we offer:
  • Financial Planning
  • Investment Advice
  • Tax Avoidance
  • Education Funding
  • Budget & Balance Sheet
  • Insurance Review/Needs
  • Pre & Retirement Planning & Funding
  • Workshops for Corporations & Community Groups
  • Emergency Funds
  • Estate Planning
  • Charitable Gifting and Giving
  • Business Succession
  • Qualified Plan Design & Implementation
  • Lump Sum Distribution & Investment

Investing involves risk including the potential loss of principal. No investment strategy, including diversification, can guarantee a profit or protect against loss in periods of declining values.

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Jon Ten Haagen is an Investment Advisor Representative offering securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC and a registered investment advisor. Ten Haagen Financial Group is not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor.

Dated material presented here is available for historical and archival purposes only and may not represent the current market environment.  Dated material should not be used to make investment decisions or be construed directly or indirectly, as an offer to buy or sell any securities mentioned. Past performance cannot guarantee future results.



This communication is strictly intended for individuals residing in the state(s) of CA, CT, FL, IL, ME, MN, NV, NJ, NY and NC. No offers may be made or accepted from any resident outside the specific states referenced.
 


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