Haas Trade Advisors

My philosophy (backed up my statistics) is that you are not likely to beat the market in the long term. I believe in long term buy and hold techniques utilizing low cost index funds. Investing doesn't need to be complicated and our goal is to provide you the clarity you deserve for your long term financial goals. 

Your Comprehensive Financial Plan starts out as a Blueprint to Financial Freedom (BPFF) (see more info here) which includes:

• Helping you understand your current financial situation, financial values, life goals, net worth, and cash flow
• Help you develop your SMART goals, strong budgeting habits, and your financial emotional intelligence
• Help you implement automation techniques to help you stick to your financial goals

We will then take your BPFF and incorporate the following areas to complete your Comprehensive Financial Plan: 

• Risk Assessment
• Asset Allocation
• Investment Planning
• College/Education Planning
• Retirement Planning

Our business model focuses on young professionals in the under 40 age group. This is a group that is generally ignored by traditional Financial Advisors for two reasons. 

1. They  "don't have enough money to meet account minimum requirements." 

2. Many Traditional Financial Advisors like to work with High Net Worth Individuals instead because the Advisor makes way more money for about the same amount of work.  

The longer you can invest the more exponential returns you can have. So we want to reach people in this generally over looked group so they can set themselves up for success as early as possible!

We work with clients from a myriad of professions but we personally have a strong understanding of the following fields Pilots, Military Members, Engineers, Small Business Owners, and Farmers. 

I meet with my clients virtually (via zoom) which means I can work with clients from all over the United States, up to the De Minimis rule for clients outside of the state of Illinois. (If we get enough interest from people in States where we are not registered, we can start the process of getting registered in that State. Getting registered in Tennessee is currently on the list!) 

Client meetings are up to 60 minutes long. 

Our typical structure is up to 4 client meetings a year with 1 being annually and the others being "floating" meetings that can be used at the request of the client. 

For new clients in the on-boarding phase we will meet very frequently while we build your comprehensive financial plan, then you would switch to the 4 meetings a year.  For many clients it turns into quarterly meetings, but for those in higher Tiers it may be more frequently.

We also offer unlimited email support should your financial situation change and you have minor questions in between your financial advising meetings. If a major change has occurred, we generally recommend we schedule one of your floating sessions to make the necessary updates to your financial plan. 

Yes, we will recommend you to other financial professionals in our network that will charge you separately for their services (think CPA, Estate Lawyer, etc). As a fee-only financial planner we DO NOT receive any commission or compensation for this. Otherwise we wouldn't be a Fiduciary. We don’t sell any products or receive any commissions for our Financial Planning Services.