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Most Financial Decisions You only have to Make Once – We Help clients make them every day

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Most transitions are emotional as well as financial. We work with you to identify your fears and concerns so you can move forward confidently.

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We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

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Jalene Hahn

CFP®

My journey to become a Financial Planner began after my father died and my mother moved to Florida. My mom was appalled at the treatment her...

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Warren Ward

CFP®

Warren began his career in finance in 1991, working for a regional brokerage firm. He later began working as a Financial Planner for a bank in...

Latest Blog Posts

Proceed With Caution On Variable Life Insurance

Submitted by WWA Planning & Investments on February 26th, 2021

I met a young couple recently on their third “financial adviser.” This one sold them a flexible premium variable life insurance plan. Insurance agents are held to a “suitability” standard, but this case pushes the limits of my definition of suitability.

Insurance is designed to transfer risk from the individual to the insurance company.

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  • IBJ
  • Insurance
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A Mountaintop Experience (with a can of Diet Coke)

Submitted by WWA Planning & Investments on February 3rd, 2021

On a Hawaiian vacation some years ago, Janet and I joined a group that was hiking to a World War II fort on the top of a mountain. Once there, we stopped to rest and enjoy the expansive view of the Pacific. One of our group, significantly younger and fitter than the usual tourist, had worn a large backpack for the whole climb.

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Financial planner, adviser, broker? What's in a name?

Submitted by WWA Planning & Investments on January 29th, 2021

I always struggle with my professional title.

Some of the standard monikers include financial consultant, investment adviser, financial adviser, wealth manager, financial planner, investment manager, financial coach and personal CFO. In my opinion, most titles are for marketing purposes and are generally meaningless.

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