Investment Management
Whatever your financial destination, a solid investment program can help you work toward your goals.
Comprehensive Financial Planning
Our comprehensive financial plan helps you go from “concerned” to “confident.”
Retirement Plan Design and Management
There are numerous options for retirement savings plans if you own a business or are self-employed.
Your Team
Managing Partner, Registered Principal
Bill started his career in the financial industry in 1981 as a Financial Analyst at Bank of America in San Francisco. In...
Partner, Financial Advisor
Haley joined Hastie Financial Group in 2008 and became a partner in 2016. As a partner and advisor, Haley assists in the...
Team Leader
Marisa initially joined Hastie Financial Group in 2013 and returned to the team in 2017. As the Team Leader, she...
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Blogs
The Pros and Cons of Target Date Funds
The investment world was changed significantly and forever in 1924 with the invention of the mutual fund. For the first...
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Week of February 22, 2021
In a holiday-shortened week of trading last week, the S&P 500 and NASDAQ dropped 0.7% and 1.6%, respectively, while the...
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