Howell & Associates Advanced Planning - Green Bay, Wisconsin

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Company History

Howell & Associates Advanced Planning, LLC (HAAP) was founded in 2010 by Greg J. Howell & Tyler Howell to serve individuals, corporations and sovereign entities alike. The firm was established to ensure that clients received both independent advice and the highest level of personalized service.

After working in the investment management industry for many years, the founders of HAAP recognized a huge gap in service. Big firms seemed to offer “cookie-cutter” advice based on a fixed product line and impersonal service. Small firms seemed to lack the industry experience and expertise to provide thoughtful advice to clients.

Greg & Tyler decided to use their over 50 years of business and financial experience to start a firm that provides both high quality advice and personalized service.

They knew that by providing their clients with truly objective advice, they could best meet client needs and accomplish their goals. HAAP believes that a blended knowledge of investment and insurance products best serves the interests of clients by preserving assets while increasing cash flow.

As the company has grown, they have continued to follow these philosophies to insure clients receive the independent advice they deserve while maintaining the highest level of personalized service.