Bruce Hagan
3116 Capital Circle NE,
Suite 10, Tallahassee Fl
 32312
(850) 386 1112
Securities and Investment Advisory services offered through NBC Securities, Inc. Member FINRA and SIPC. Investment products 1) are
not FDIC insured 2)not guaranteed by any bank and 3)may lose value including a possible loss of principal invested. NBC Securities
does not provide legal or tax advice. Recipients should consult with their own legal or tax professional prior to making any decision with
a legal or tax consequence.  
Client Services
We are a full service
financial planning
firm that serves the
North Florida area.  
Our focus is on creating a financial plan that fits your needs, both today and in
the future. We use the best financial products and services available, through
NBC Securities.

Listed below are just a few of the topics on which we provide advice, products and
services. To request information on any of these topics and more, please CLICK
HERE.
BUSINESS PLANNING
  • Starting or buying a business
  • Business succession
  • Retirement Plan options
Bruce Hagan
Certified Financial Planner Practitioner
INVESTMENT PLANNING
  • Stocks and bonds
  • CDs, Mutual Funds,EFTs
  • Designing and Managing
    your portfolio
RETIREMENT PLANNING
  • Employer sponsored plans
  • IRAs
  • Annuities
ESTATE PLANNING
  • Wills and Trusts
  • Creating and preserving a
    family legacy
  • Charitable giving
PERSONAL FINANCE
  • Budgeting and maintaining
    cash reserves
  • Planning for life events
  • Establishing and
    maintaining credit
EDUCATION PLANNING
  • Saving for college
  • Student loans
  • Financial Aid