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Foundational Financial Strategies

Foundational Financial Strategies

Comprehensive financial planning and coaching for clients just starting out and during their working years.

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Personal Wealth and Estate Strategies

Personal Wealth and Estate Strategies

Advanced wealth strategies for clients who are further along financially, in or near retirement, and starting to consider their legacy.

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Advanced Strategies for Business Owners

Advanced Strategies for Business Owners

Enterprise financial consulting and personal finance expertise for owners, stakeholders, and leaders at all stages of the business life cycle.

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Leverage our team to achieve your financial ambitions

Who We Are

We understand that individuals face unique financial priorities and challenges at every stage of life. With our knowledge, experience, and tools, a sound financial strategy is more attainable than you might think.

Are you just starting out or have you already amassed substantial wealth? Is retirement 30+ years away, right around the corner, or somewhere in-between? Are you going into business/practice for yourself for the first time or are you the steward of a thriving enterprise?

No matter where you are in your journey, our team gives you unparalleled access to the resources of a large firm with the unmatched personal attention you expect from a small practice.

About Us

Areas of Specialty

Learn about our comprehensive suite of services.


Through a blend of core investments with tactical strategies, we build a custom asset mix to accommodate your timelines, risk-taking ability, lifestyle aims, and financial ambitions. Because our firm does not offer proprietary investments, we can focus on offering you impartial investment advice and data-driven portfolio management.

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As Guardian Financial Representatives, we offer some of the highest-quality life insurance and disability insurance policies to our clients. As YOUR Financial Representatives, we maintain the independence to present you with ALL of your options from ALL of the top carriers to see if there is a better fit.

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Our expertise in retirement income design that incorporates income guarantees as part of a comprehensive drawdown strategy will allow you to enjoy retirement with a level of predictability, long-term security, and principal protection that traditional equity and fixed-income investments cannot offer.

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Disability insurance, life insurance, financial planning, and business services for doctors and dentists. With over a decade of focus on clients in the medical and dental fields, we have vast industry knowledge and extensive experience to guide you and help you foresee the unique challenges and opportunities that you face as you career moves through training, practice, practice-ownership, and beyond.

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An advanced and exclusive focus on the complex needs, demands, and wishes of the ultra-wealthy business-owner community. Your dedicated team will be tailored to fit the demands of your intricate financial concerns and ambitions. If you are an individual or a family overseeing $10 million or more in total assets, our unparalleled expertise, insights, advice, and strategy go beyond the scope of traditional family office services.

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Does your company, association, or university need someone to present an engaging and informative seminar/webinar on one of the financial topics you see on our site? Pat Hauge has been a speaker for over 5 years and has been invited to speak at various venues on financial topics. His easy-to-follow and down-to-earth presentation style empowers audiences to quickly comprehend financial themes and to take action to lead more organized financial lives.

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Download Our Don’t Panic Ebook!

The novel coronavirus (COVID-19)’s effects on the financial markets has caused many people to question their investment strategy. Use this ebook to stay focused on your investment goals during challenging times.

Helpful Content

Helpful Content

Curated articles, videos, and more, for a financially savvier you.

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How to Read Your Credit Report

Solve a mystery while learning how important your credit report is with this story-driven interactive.
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A quick look at how federal income taxes work.
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