Welcome

Invest with Confidence

Haeffele & Associates Has Been Providing Estate Planning and Retirement Planning Services for Over 40 Years

About David Haeffele, CFP®

David Haeffele has been helping his clients manage life’s economic hazards with financial and estate planning services for over 40 years. He holds an associate degree in business and earned the prestigious Certified Financial Planner® certification in 1987. He is the sole owner of Haeffele & Associates.

Our Mission

Our mission is to understand your financial goals and recommend the appropriate services in order to reach them. We work with businesses and individuals in designing solutions with quality products from financially secure carriers.

Our Pledge

Our pledge to you is that we will recommend the course of action that we would provide ourselves and our own families in the same situation.

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Haeffele & Associates

411 Hamilton Blvd. Suite #1403 Peoria, IL 61602

(309) 676-7440

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