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 Advisory 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. ...
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...
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Blogs
The Silent To-Do List
The New Year using brings on a newfound interest in decluttering and minimalism. Marie Kondo is mainly responsible for...
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January 2022 Market Perspective
2021 in Review It was a particularly strong year for the U.S. equity markets, with all three major indices rallying in...
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