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Financial Planning

Depending on the complexity of a client’s financial situation, we offer the following two financial planning services to help you meet your goals:

Phase 2 Process

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Understand your financial options, including how to determine your distribution of wealth. Review how to set goals, properly plan for retirement, and what costly mistakes to avoid. Invest in yourself for a more confident financial future.

First Bank of YOU Process

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Teaches individuals and business owners how to be their own banker and create their own savings and protection plan through permanent life insurance. You earn the interest on your own money rather than the bank.

Contact us to find out more and how we can help you on your path to financial confidence.

711 W Lewis Ave, Phoenix, AZ 85007                                Tel: (206) 510-0266     Email: tom.h@enviafinancial.com

 

Thomas Hajny is an investment adviser representative of, and securities and advisory services are offered through, USA Financial Securities Corp., Member FINRA/SIPC. A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. EnVia Financial LLC is not affiliated with USA Financial Securities.

Thomas Hajny is authorized to transact securities-related business and investment advisory services only in states where he is properly registered. For investment products and services these states include WA. For investment advisory services theses states include WA. Additionally, clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

 

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