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
Week of April 12, 2021
Last week saw more records in the U.S. equity markets with the Dow and S&P 500 gained 2% and 2.7%, respectively, for...
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Aromatherapy for Stress Relief
Aromatherapy and the use of essential oils has exploded on the market and become mainstream. You can find various...
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