Our Process

Bill Hague

Empowering Strength, Stability, and Predictability

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:

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

Call us today to see how we can help!
239-389-1999
239-389-1999