Troy Von Haefen, CFP®
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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5 Tips to Running a Smooth and Successful Small Business,
Aug 21, 2010
[ Family Finances ]
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Reasons Why You Should Stay In The Market,
Jul 13, 2010
[ Featured | Investing Strategies ]
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10 Personal Financial Questions Everyone Should Be Able to Answer,
Jun 30, 2010
[ Family Finances ]
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Getting the Estimated Tax Payments Right,
Jun 08, 2010
[ Tax Planning ]
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Why a Roth IRA Conversion May Not Be Right For You,
Jun 08, 2010
[ Featured | IRA Center ]
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Financial Tips for any Economic Environment,
May 18, 2010
[ Investing Strategies ]
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Casualty Losses for Flood Victims,
May 14, 2010
[ Family Finances ]
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What Your Tax Return Can Teach You,
Apr 27, 2010
[ Tax Planning ]
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The Benefits of Your Mortgage,
Mar 05, 2010
[ Featured | Real Estate ]
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Debit or Credit? What You Should Know,
Mar 02, 2010
[ Banking & Budgeting ]
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