Haag Financial Consulting Home Page

Peter G. Haag, CFP®

Haag Financial Consulting
446 West Aldine #3W
Chicago, IL 60657
(773) 477-7835
peter.haag@haagfinancial.com

Welcome to Haag Financial Consulting Haag Financial Consulting is a fee-only financial planning firm that provides objective comprehensive financial planning and asset management services for individuals, couples and families.

Fee-only means that you pay a fee for our services in exchange for which you are guaranteed that our advice is completely unbiased. We will never sell you any products, period. Any advisor claiming to provide free advice is being compensated with hidden commissions or other fees and the advice is likely to be skewed by that.

If you are seeking help with any of the following types of questions we invite you to give us a call:

How can I save money on taxes?
When can I retire?
Am I saving enough for my planned retirement date?
How should my 401k/403b/457/IRA money be invested?
How does asset allocation work?
What is the best way to plan for my children's college education?
What kind of estate plan do I need?
Should I set up a trust?
Will I be subject to the estate tax?

Do I have the right kind and amount of car/home/life insurance?

Haag Financial is registered with the Illinois Securities Department as a Registered Investment Advisor.

HFC has partnered with Charles Schwab for brokerage account services, although we are happy to work with other brokerage firms as well. We offer mutual funds from Dimensional Fund Advisors among many other investment products.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.