Our Process
Introductions
In our first meeting, we'll get to know each other. We will talk about what your financial objectives are, and what it is that you'd like to accomplish with your financial plan. We will also share a little bit about our financial planning strategies and what we can do to help you achieve your goals.
Building Your Plan
In our next meeting, we will begin building your plan. We will cover Social Security, Pensions, 401k's, and Medicare, as well as your lifestyle and other factors that can affect your retirement income. We will also discuss how to protect your financial future from unexpected expenses and life events.
Proactive Management
As life changes, so should your plans. We will meet with you on a regular basis to re-evaluate your financial plan and make adjustments as necessary. We will work hard to ensure that you are always on target to achieve all your financial goals and objectives.
Ready to Elevate Your Performance?
Explore the transformative potential of our cutting-edge products that can propel your success to new heights.
At Hague Wealth Managment, our process is built on the foundations of strength, stability, and predictability, which are embraced by both our clients and our firm. We begin by gaining a deep understanding of our clients' true retirement objectives and goals.
Tailored to each client's individual needs, our process involves:
-
Identifying Income Gaps: We conduct a comprehensive analysis to identify any potential gaps in retirement income. This ensures that our clients can enjoy a comfortable and worry-free retirement.
-
Filling Income Gaps with Guaranteed Lifetime Income and Insured Protected Growth Portfolios: To address these income gaps, we develop portfolios that provide a guaranteed and insured lifetime stream of income. This reliable income source ensures that our clients never outlive their financial resources.
-
Understanding Future Income and Growth Objectives: We take into account our clients' future income needs and growth goals. This comprehensive approach allows us to align their portfolios with their objectives and provide the confidence that comes with protected growth.
-
Building Guaranteed Protected Growth Portfolios: We construct portfolios that have the potential to outperform the stock markets as a whole over time by avoiding losses along the way. Our portfolios offer the ability to lock in annual growth/returns through an annual reset mechanism. This reset allows the portfolios to set a new high-water mark each year, providing a forward-only trajectory without any value depreciation or backward movement.
-
Proven, Documented, and Insured Success: Our process is backed by proven results, documented success stories, and the added assurance of insurance. We strive to provide our clients with predictable and reliable outcomes.
By adhering to our process, we empower our clients to experience the
Strength, Stability, and Predictability
needed for a secure and prosperous retirement.
Hague Wealth Management
At Hague Wealth Management, we work with our clients to help them take control of their financial future through education and the creation of a comprehensive financial strategy that is designed to help them with the 5 critical areas of retirement planning, including:
Asset Preservation
Life Insurance
Retirement Preservation
Medicare & LTC PLanning
Social Security Planning