Areas of Specialty

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.

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.

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.

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.

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.

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.