Financial Freedom ACHIEVED Here
A Comprehensive Financial Planner with your best interest put first.
Haas Trade Advisor's is a Fiduciary Comprehensive Financial Planning/Advising Firm with a different kind of business model. We use an Assets Under Advisement (AUA) structure with lower fees, higher transparency, and have no minimum account balance to start working with us.
We treat you and your family as we wish ours to be treated.
Our Services
Comprehensive Financial Planning
Comprehensive Financial Planning
Comprehensive Financial Planning
With Our Comprehensive Financial Planning services you will know where you are, where you want to be, and have realistic actionable steps on how to get there.
Investment Advising
Comprehensive Financial Planning
Comprehensive Financial Planning
As an AUA firm we can provide investment advice for various types of investing accounts such as your 401(k), TSP, IRA, 529's, individual brokerage accounts, and many more!
Retirement Planning
Comprehensive Financial Planning
Retirement Planning
Our financial planning services will help you build a retirement plan so you can retire when you want and live your golden years on your own terms.
Eliminating Debt
Financial Coaching
Retirement Planning
As someone who has had mountains of debt earlier in life and knows the stress first hand, we work with our clients to help them get out of debt but most importantly STAY out of debt. It may not be easy, but we will be there helping you every step of the way.
Financial Coaching
Financial Coaching
Financial Coaching
Building a financial plan is the easy part but we don't stop there. We implement financial coaching into our services to help you gain the financial knowledge and confidence in yourself to stay on track and achieve your financial goals, and ultimately Financial Freedom.
Why Haas Trade Advisors
I (Nathan Haas) created Haas Trade Advisors because there was no good financial advising option for young people or those who are trying to get out of debt and do not have loads of extra cash. Typical Financial Advisor's can have minimum cash requirements of up to $50,000! I don't know about you but I don't know many 20-40 years old's with that much extra cash. That is why HTA uses a Monthly Fee-Only model with no account minimums. See our pricing page here: Our Pricing.
The earlier you start investing the better off you are later in life (thank you compounding interest!), that is why it is so important for young people to start when they are still young. But if most financial advisors won't work with you until you are older and have extra money, it creates this vicious cycle where people are trying to play catch up later in life to achieve their financial goals.
Check out the Meet the Founder page to learn more about Myself and the Haas Trade Advisor's story.