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For Small Businesses or Individuals

Sometimes small business owners put all their time and energy into their business but don’t make time to properly take care of the finances. And what about a business succession plan? Is there a formal plan in place for transferring your business to a new owner when you approach retirement?

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We have experience in these areas, can understand your needs, and can help you with the following insurance and planning needs:

  • Life insurance

  • Health insurance

  • Disability insurance

  • Financial planning

  • Retirement planning

  • Investment management

  • Individual and business advice

  • Infinite banking concept

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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