Experience.
Trusted Advisors to Accomplished Entrepreneurs
Our Story
A few years ago, in order to deepen our level of services, The Northridge Financial Group and The Haunn Group began working together. We quickly realized our objectives were closely aligned around reducing complexity, simplifying finances as well as helping people make wise decisions surrounding their wealth. As such, you would be happy to know that we decided to merge.
Effective December 3rd, 2018, we will be operating as Haunn Landers & Co. It’s the right decision for our clients and the longevity of both of our businesses. We both look forward to serving you in the future.
Tim Haunn and Mark Landers
Integrated Wealth Planning
Many High Net Worth individuals and families engage in some form of planning, but we encourage all advisors to work together on strategies, tactics and tools on behalf of the client.
Preserve & Protect Wealth
Most of our clients are concerned about the return of their money, not the return on their money. We assist our clients to preserve & protect their assets by paying less fees and less taxes.
Intergenerational Planning
Families want to grow and protect their assets in order to transition what they want to the next generation. We create a plan that carries your wealth to future generations.
We come around to your side of the table
Haunn Landers & Co’s philosophy starts and finishes at a different place – above the horizon. We focus on what a client values before focusing on the value of what they own. The primary objective is to help clients make wise decisions surrounding their wealth.
How prepared is your family to inherit?
The willing wisdom index is inspired by the international best selling book Willing Wisdom by New York Times top 10 author Dr. Tom Deans. The willing wisdom Index is a system to show you how prepared your family is to inherit & to identify area’s that maybe silently undermining your estate plan, almost everyone has important decisions to make.
Vlog #12 Presented by Edyta Pacuk
In this segment, Edyta Pacuk, Co-Founder of MarchFifteen provides insight on how entrepreneurs deal with the emotional side of transferring their family business
We provide the following
Value Focus
Continuity
Objectivity
Work Ethic
Community Focus
Critical Mass
Experience
Education
Staff
Technology
Knowledge
Perspective
Full Service
Specialists
Intergenerational Firm
How can we help you?
The one thing that is constant in the world is change, and your plan needs to evolve to accommodate these changes. To start planning your lifestyle and legacy, or to restructure an existing plan, contact The Haunn Group today.
Feel free to call us directly, or leave us your name and number and the best time to call, and we’ll get back to you within 1 business day.
