Wealth Management
We believe that the pursuit of your financial goals deserves full-time professional advice. Whether you are saving for retirement or accumulating wealth, the advice of your Howell & Associates Advanced Planning, LLC (HAAP) advisor can add value to your current investment strategy.
Your HAAP advisor can help you define your long-term investment objectives and build a personalized investment portfolio designed to achieve your goals while balancing your risk tolerance. What's more, by not losing sight of your long-term goals, Howell & Associate advisors are committed to helping you ride out short-term market fluctuations.
We recognize the importance of getting to know you, your financial needs, your financial goals, and your lifestyle. Independence and lack of proprietary products give us the freedom to select investments that are most appropriate for you. Your Advanced Planning advisor has the flexibility to choose from a wide range of financial instruments. The advisors at HAAP believe that a blended knowledge of investment and insurance products best serves your interests by preserving assets while increasing cash flow.
Whether you are looking for institutional portfolio management services, assets under management services or individual investment purchases, we can help.
Remember a cookie cutter approach doesn’t work in building a long term invesment portfolio.
Our responsibilities don’t end with investment management. Your Howell & Associates advisor will work with you to ensure that your essential life cycle documents are in place and well organized, such as insurance coverage, wills, living wills, durable powers of attorney, trusts, and guardianship papers. We are happy to provide referrals to insurance, tax and legal professionals, if needed.