Timothy Haas is a CERTIFIED FINANCIAL PLANNER™ professional and independent financial advisor with Waypoint Financial Planning.
Sometimes sharing private matters with someone else can be a struggle emotionally. That is why Tim is referred by personal referral and known as “the approachable financial planner.” That means Tim listens to your concerns completely and responds thoughtfully and without judgment. Tim enjoys lending his ear and professional experience to nurture and help his clients achieve their most important financial and life goals. These include retirement planning, college funding, leaving a legacy and long term care. Sometimes clients simply need a second opinion or professional advice evaluating different product options.
Tim’s mission is serving you, as a fiduciary, with confidentiality to enhance your peace of mind and financial well-being. Clients engage Tim professionally, because they’re unsure or confused about a financial challenge or complex situation in their business or personal lives.
If this approach makes sense to you, Tim finds the best approach is a 10-minute get acquainted call, so that he can learn more about your situation and how he best might be of service to you. Click here to find a convenient time to chat with Tim. In addition to face-to-face meetings, Tim is used to working remotely with his clients sharing concepts on your screen comfortably while you’re at your home or office. Tim always follows up with a summary email and frequently passes along screen recordings of concepts he teaches, so that you can review again or share them with your spouse or business partner.
Give your dreams a chance to turn into reality with professional advice that will save you time and enhance your chances of positive results – perhaps better than you had imagined originally.
Timothy J. Haas, CFP®, MBA
107 Church Hill Rd, Ste 1B
Sandy Hook, CT 06482
Investment advisory services offered through LifePro Asset Management, LLC, a registered investment adviser. Investments involve risk and are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Advisor), will be profitable or replicate its previous historical performance.