Haas Financial

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Business Coaches & Consultants, Accounting Services, Financial Planning Consultants

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Today: 9:00 am - 5:00 pm

68 Years

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(248) 213-0101Call Visit WebsiteVisit Website Map & DirectionsDirections29600 Northwestern Hwy Ste 114Southfield, MI 48034 Write a ReviewWrite Review

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Mon - Fri:	9:00 am - 5:00 pm

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Haas Financial Services Inc.

Haas Financial Services

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http://haasfsi.com

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Business Coaches & Consultants, Accounting Services, Financial Planning Consultants

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Details

Phone: (248) 213-0101

Address: 29600 Northwestern Hwy Ste 114, Southfield, MI 48034

Website: http://haasfsi.com

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Haas Financial

Roth IRA
Accounts such as Roth IRAs and Roth 401k plans do not offer the benefit of tax deferral on contributions, but your account grows free of income taxes and withdrawals at retirement are free of federal income taxes.
Income Tax
Retirement accounts are one of the few true tax breaks available. Because investors are able to defer taxes on contributions to many defined contribution plans, funding a retirement account can reduce current taxes. Your account also grows tax free until retirement, when withdrawals are taxed at your personal income tax level, which could potentially be lower than your present tax rate.
Tax Deferral
You may be able to gain greater investment flexibility by rolling over assets held in 401k, 403b and other employer-sponsored retirement plans to an individual Rollover IRA. A rollover allows tax deferral to continue until funds are withdrawn at retirement and also allows greater flexibility in how your funds are managed. Because administrative fees for employer sponsored retirement plans can be considerable, there may also be fee savings from a rollover.

Investment Management
Haas Fydroski Financial Services is a Michigan-based investment adviser specializing in active investment management strategies to reduce risk and enhance risk-adjusted returns.
Mutual Funds
Mutual Funds involve risk, including possible loss of principal. Exchange Traded Funds are subject to risks similar to those of stocks. An investor should carefully consider investment objectives, risks, charges and expenses before investing in an Exchange Traded Fund. This information and more complete information, including potential risks, is included in each Exchange Traded Fund prospectus, which can be obtained from your financial professional. Read the prospectus carefully before investing.
Bonds

Accounting Services

Financial Planning
Jim received his diploma in Personal Financial Planning from Oakland University 1999. He is a past recipient of the Kosciuszko Foundation Award, and holds a Master of Communication Arts from the University of Wisconsin – Madison, and a Bachelor of Communication Arts from Michigan State University 1970.
Retirement Planning
Annuities
Jefferson National, a variable annuity platform, has built a strong foundation for serving investment advisers and their clients. After re-engineering variable annuities, and pioneering the Tax-Efficient Frontier™, Jefferson National built a technology platform that supports the needs of independent managers, from access to account management. For more information about Jefferson National, please visit www.jeffnat.com.
Long Term Care
A Certified Financial Planner™ practitioner specializing in active money management and financial gerontology issues, Jim is widely known for his financial planning and investment seminars and is the author of “Financial Planning for Cave Men and Women,” which was chosen to appear in the national journal of the International Association of Registered Financial Consultants. In addition to his own seminars, Jim has teamed up with area attorneys to present seminars on Long Term Care/Medicaid Qualification and Wills, Trusts and Estate Planning. He has taught the retirement section of the Successful Money Management Seminars and in-house classes for corporate employers.
Asset Management
It’s been a long time since successful investing required an office on Wall Street. Technology has played a big role, providing investors with much the same access and information as the major financial centers. But there is also a real benefit to being away from the trends and investment fads of Wall Street. You have a chance to step back and think about what really makes sense. For Jim Fydroski, this reflection resulted in the realization that in or near retirement, investors were losing far too much to market downturns. Traditional asset allocation strategies gave up too much of their gains to bear markets, and lost too much of the earning power of bull markets making up losses.

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