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.
David offers his clients an expansive spectrum of financial services, including asset management, retirement income planning, retirement investment, college funding, long-term care, Social Security optimization and efficient tax planning, among others. He strictly follows the fiduciary regulations for acting in a client’s best interest as designated by the Department of Labor.
“Whether a client is a family member or someone I’ve just met, I treat them the same,” says David. “I listen to their specific needs and financial circumstances, and then we create a plan that will serve their best interests now and in the future. I don’t push products on them or tell them what to do, it’s a collaboration between us, so that we can achieve what’s truly optimal for their portfolio and financial future.”
David’s clients are of utmost importance to him and he makes himself available to them at all times, including weekends. “At Haeffele & Associates, we’re proud of the fact that, when people need something done, 99 percent of the time it’s done that day for them,” he says.
Away from the office, David enjoys spending time with his wife Jane, who has been his lifelong partner since they first started dating as teenagers. Jane and David love getting together with their three children and one grandchild. David also enjoys golfing and fishing.