Your money. Your peace of mind.
At H&A Financial, we understand that your financial objectives are unique and personal. You've worked hard for your money, and you want to ensure that it's working hard for you. Our team of experienced financial advisors is dedicated to helping you achieve your financial goals and secure the future you dream of.
Our Approach to Financial Planning
We take the time to understand your needs, goals, and dreams. We believe that investor education is key to building strong relationships with our clients. The more you know about financial planning, the more likely you are to reach your financial goals. We'll work with you to create a well-constructed financial plan that takes into account your risk tolerance, investment goals, and personal values.
Our Services
We offer a comprehensive range of financial services designed to help you achieve your goals. Our services include:
Financial Planning: We'll work with you to create a personalized financial plan that takes into account your income, expenses, investments, and insurance needs.
Retirement Planning: Whether you're just starting out or nearing retirement, we'll help you create a plan that ensures you have the income you need to enjoy your golden years.
Estate Planning: We'll help you create a detailed estate plan that ensures your legacy is protected and distributed according to your wishes.
Tax Planning: We'll help you minimize your taxes through careful planning and strategic investment decisions.
Portfolio Analysis: We'll analyze your investment portfolio to ensure it's aligned with your risk tolerance and investment goals.
Insurance Analysis: We'll help you determine the right insurance coverage for your needs, including life insurance, disability insurance, and long-term care insurance.
Our Philosophy
We believe that trust is the foundation of any successful relationship. That's why we're committed to building strong, long-term relationships with our clients. We'll take the time to understand your needs, answer your questions, and provide personalized advice that's tailored to your unique situation.
Our Commitment to You
We're committed to helping you achieve your financial goals and securing the future you dream of. We'll work hard to earn your trust and provide you with the peace of mind that comes with knowing your financial affairs are in order.
Excellent Experience with Kelly and His Team
Outstanding Quality and Customer Service
The reviewer, Bonnie Day, has had an exceptional experience with Kelly and his team. They have been praised for providing amazing quality and excellent customer service. This has led to them being recognized as a trusted business in Regina.
Be the first to review H & A Financial.
Write a Review
