Troy Von Haefen, CFP®
Nashville, Tennessee Financial Planner
Troy Von Haefen, CFP® has always had a love for helping people understand their finances. Prior to opening Von Haefen Financial Management and passing all the required CFP (Certified Financial Planner) courses and CFP Board Exam, Troy enjoyed a successful career in the music business. As a professional guitarist traveling with highly acclaimed artists, such as Lee Ann Womack, he often found himself discussing colleague's investment portfolios more so than normal musician banter. As these discussions grew more and more common, Troy realized that investments were only part of the financial picture, and he grew to love holistic (all encompassing) financial planning. After helping several colleagues attain financial stability, he decided it was time to change professions.
Today, Troy owns and operates Von Haefen Financial Management and continues to bring comprehensive, holistic financial planning (including tax preparation) to everyday folks in a concise and understandable manner. His thorough approach to financial planning and love for helping others is evident to all of his clients.
When you work with us, you can expect:
- Straight talk. We don’t sell any financial products nor do we receive any commissions. As fee-only financial advisors, our only compensation is what you pay for our professional advice. Our complete focus is on what is best for you.
- All-inclusive approach. Together we evaluate all aspects of your finances and design a strategy where each part works in harmony with the others. You’ll see that we pay a lot of attention to areas of your financial life that are often overlooked or ignored by other “financial planners.”
- Access. Life is constantly changing. For one annual retainer fee, you can meet with us or speak to us often as is necessary to help you accomplish your financial goals.
- Value for your money. We are committed to providing value that exceeds our fee. It’s a concept that is virtually non-existent in the financial planning profession. But doesn’t it make sense that your financial advisor should work to save you more than he charges you?
- The highest professional standards. We are committed to the Cambridge Pledge to Clients—your assurance of receiving the ethical and professional treatment you deserve.
Posts by Troy Von Haefen, CFP®:
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Here’s the Right Way to File Your 1099s,
Jan 12, 2012
[ Tax Planning ]
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Why Dividend Investing is Risker Than you Think,
Nov 03, 2011
[ Invest | Investing Strategies ]
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The Best Financial Decision That You Can Ever Make,
Oct 25, 2011
[ Learn ]
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Beware of These Two Popular Custodial Accounts,
Aug 22, 2011
[ Family Finances ]
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7 Tips For Investing in Uncertain Times,
Aug 15, 2011
[ Investing Strategies ]
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5 Financial Things To Do Before The End of the Year,
Jul 13, 2011
[ Family Finances ]
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The Five Fundamentals of Financial Success!,
Jul 08, 2011
[ Banking & Budgeting ]
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Ten Ways to Save Money Without Limiting Your Lifestyle,
Jun 23, 2011
[ Banking & Budgeting ]
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Where to Start With Your Financial Planning,
Jun 20, 2011
[ Family Finances ]
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The Expiration of The Making Work Pay Credit,
Jun 14, 2011
[ Banking & Budgeting ]