3116 Capital Circle NE,
Suite 10, Tallahassee Fl
(850) 386 1112
|Bruce Hagan started his company in 1989 to assist individuals,
businesses and non-profits with their financial planning needs.
A graduate of Florida State University, he spent three years at
the Federal Reserve Bank of Atlanta in Jacksonville, working in
Treasury securities. He worked with both Smith Barney and
Dean Witter prior to opening his own business. He currently
holds FINRA Series licenses 4, 7, 24, 51 and 66 and is licensed
by the State of Florida for life insurance and variable annuities.
We help our clients with such things as retirement plans, college
education plans, and purchasing and selling securities .For
non-profits, we provide asset management, investment policy
review, and fiduciary compliance guidelines. While many firms
focus on wealth accumulation, We go a step further to utilize
proactive strategies in the distribution stage with clients.
|There is no charge for
|Certified Financial Planner Practitioner