Financial Advisor Denver | Havermann Financial Services – We Invest in You

Welcome to Havermann Financial Services. You may have found us by searching for “Financial Advisor Denver”, or another search query related to your need for the best financial planning services in the state of Colorado. Regardless of how you found us, we are happy that you did, and we hope you find our website informative and helpful.

Our Philosophy at HFS

Each individual brings different gifts and talents to their time on this earth. If your eyes start to glaze over when you think about interest rates and how other various economic factors inform how you should be investing your money (we already lost you, haven’t we…), you are in the right place!

At HFS, our unique gift is a love of finance and everything related. It might be hard to believe but we thrive on helping busy people ensure their money will last, know they are in responsible investments, and that they understand their financial position as it relates to their goals and dreams.

We are known for quickly and efficiently translating difficult terms and data into plain English so you can feel confident and secure about your decisions. Heck, you will even be able to describe it to someone else by the time we are done with you (not that you will want to talk about it anymore)!

Our expertise doesn’t just come from our degrees in Finance, Math and Social Work, or having over 25 years in the business. It comes from the particular 25 years over which we have been managing money – major economic downturns and unprecedented times! This calls for active management, flexibility, humility, the strength to sit tight at times, and the intestinal fortitude to move when necessary.

Our success is owed to many factors. In addition to countless hours of research and analysis, we spend the time necessary with our clients to get a full understanding of their needs. It might be an income analysis to see how their money will last over time, running a calculation of how to optimize their social security benefits, discussing investment or tax strategy, or good old fashion education and keeping people informed (usually its all of the above at different times).

Our securities and insurance licenses and our independent status allow us access to just about any investment out there, which means, we lean toward whatever investment choice creates the most synergy in your account and brings the most peace to your heart, not by outside incentives to us. We rarely use third party money managers, which means we are trading accounts personally – we don’t sit back and watch your money ride up and down while we are out selling to new prospects.

In order to do all this, we must remain small, but we have a huge back office in TD Ameritrade allowing us seamless and timely service, and excellent client access to accounts. We also insist on mutual trust in our relationships because…well, first of all, there really isn’t any other way to do business, at least not for us. But second of all, your money should be a source of joy for you, not stress, and the same is true for us in our work life. Open and honest communication is paramount to all going smoothly.

If you see yourself in the description on this page, then we want to work with you!

Financial Advisor Denver | Havermann Financial Services – Call Today 303-463-0436