The Retirement Architects
Serving the Tri-Cities area for over 20 years, Hafen Financial provides a one-stop solution for people planning to retire, whether it be help with income planning, medicare, investment management, tax planning, and much more.
Your Dedicated Advisor
The Hafen Financial Group represents a large part of Deirdre Hafen’s life. Deirdre has been working in personal retirement and wealth asset planning since 1996, and has helped many residents in the Tri-Cities area of Washington enjoy their retirements as the best years of their lives. She has always worked toward her central goal of assisting others and transforming the dreams of her customers into reality.
The Hafen Process
OUR PROCESS
The PLAN Success Cycle is our ongoing process for understanding your financial goals and developing a plan to pursue them effectively through a four-phase cycle: Prepare, Learn, Align, and Navigate.
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The Wealth CheckPoints are our comprehensive and coordinated financial planning solutions designed to deliver definable value across five key areas: Investment Planning, Retirement Planning, Tax Planning, Legacy Planning, and Risk Management Planning.
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The Quadrant Plan defines the purpose of your portfolio and customizes your investment allocation around four priorities: Yield, Protection, Balance, and Growth.
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The Portfolio Pillars are five convictions that form the foundation of our investment management process: Smart Strategy, Rigorous Rebalancing, Disciplined Diversification, Intelligent Investments, and Meticulous Monitoring.
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Do you have a coordinated Income Plan keeping you on course to your goals?
An intentional income plan can help ensure your assets sufficiently meet your desired and required expenses today and over your lifetime. Contact us for a complimentary, no-strings-attached Income Plan.
Is your portfolio prepared for the transitions in your financial life?
It is critical to periodically review your portfolio to ensure that it continues to reflect the changes in your financial picture and the investment industry. Contact us for a complimentary, no-strings-attached Portfolio Analysis.
OUR TEAM
Meet your team of professionals
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