Our Value Statement

Haddad Financial Services listens to your concerns and goals to counsel and guide you toward the right financial path. We add value by providing objective, comprehensive financial advice and the highest level of personal service.

Client Experience, Trust and Support Team

Our clients receive concierge service. You will experience thoughtful attention and measured outcomes. Each one of our advisors and staff pride themselves on integrity and are passionate about serving as your family CFO–helping you pursue your goals.

We will provide regular updates to you regarding your investments and planning and invite you to do the same. Regularly-scheduled reviews and check-ins are an important component of your financial well-being. Expect us to be honest and transparent as we help you pursue your goals and face new challenges. We will give you the confidence that you deserve in knowing that your financial future is being closely and actively managed by experienced professionals serving you. Additionally, clients receive opportunities to attend financial and investment educational events.

Communication Principles

In partnering with you to pursue your goals, we customize our communication style and frequency based on your preferences. You will hear from us and we want to hear from you! In actively managing your financial plan, we will help navigate an always changing world economy, ensuring our research team and your allocation are in synchrony. Expect our communication to be:

• Timely
• Consistent
• Personalized, based on your preferences for frequency and method
• Mutual. We want to hear from you! As we partner in your financial path, please share your family and financial updates, successes and fears, as well as any questions or concerns.

Strategies and Services

Our experienced professionals offer objective strategies, advice and services as part of the financial planning process as we help you pursue your goals.

Individual retirement planning and income distribution

• Company level retirement plans, including 401(k) plans, SEPs, SIMPLEs, 403(b), profit-sharing, defined benefit, cash-balance, money purchase and other firm level plans
• Investment management
• Comprehensive financial planning
• Insurance and liability management (life, disability and long-term care)
• Tax planning strategies
• Estate planning
• Business planning
• Education planning

Research

Our research is objective. This independence results in recommendations you can rely on to help pursue your investing goals. As the industry leader for research and technology, LPL Financial’s analysts and investment team design strategies and offer guidance that gives you confidence. Your portfolio is designed for your timelines, risk tolerance and expectations.

Partnering for Success

The experienced financial professionals at Haddad Financial Services provide high quality client service and advice as we serve your retirement, insurance and investment strategy needs. Through personalized service, decades of experience and detailed attention to a constantly changing economic environment, HFS is committed to working with you towards your goals.

Haddad Financial Services was founded on the principle that every financial portfolio is different and that working closely with each individual client is the only way to effectively put you on a path towards long-term financial confidence.