Von Haefen Financial Management

Von Haefen Financial Management is a Nashville-based fee-only financial planning firm dedicated to helping individuals, families, and small business owners achieve their financial goals. Founded and led by Troy Von Haefen, CFP, the firm embodies a commitment to providing personalized, comprehensive, and objective financial advice.

At the heart of Von Haefen Financial Management's philosophy lies a strong belief in transparency and client-centricity. As a fee-only firm, we prioritize our clients' best interests above all else. We do not engage in selling financial products nor do we receive commissions, referral fees, or kickbacks. This structure ensures that our recommendations are always unbiased and tailored to your unique circumstances and aspirations.

Our Approach to Financial Planning

We understand that financial planning is not a one-size-fits-all process. Every individual and family has unique needs, goals, and risk tolerances. Therefore, we take a comprehensive and individualized approach to financial planning. Our process begins with a thorough evaluation of your current financial situation, including your income, expenses, assets, debts, and investments.

We then work collaboratively with you to understand your short-term and long-term financial goals, whether it's saving for retirement, educating your children, purchasing a home, or protecting your family's financial future. Based on this deep understanding of your individual circumstances and aspirations, we develop a customized financial plan that outlines a clear roadmap to achieve your objectives.

Services Offered

Von Haefen Financial Management offers a wide range of financial planning services, designed to address all aspects of your financial well-being. These services include:

• Investment Management: We provide personalized investment strategies tailored to your risk tolerance, time horizon, and financial goals. Our investment approach focuses on building a diversified portfolio designed to help you achieve your long-term objectives while managing risk effectively.
• Retirement Planning: Planning for a secure and comfortable retirement is essential. We work with you to develop a personalized retirement plan that outlines your savings strategy, potential retirement income sources, and strategies to mitigate retirement risks.
• Estate Planning: Protecting your assets and ensuring your loved ones are financially secure should something happen to you is crucial. We assist you in developing an estate plan that includes wills, trusts, and other legal documents to safeguard your estate and minimize tax burdens for your beneficiaries.
• Tax Planning: We leverage our expertise in tax laws and regulations to develop tax-efficient strategies that optimize your after-tax returns and minimize your tax liabilities.

• Insurance Planning: We help you assess your insurance needs and develop a comprehensive insurance portfolio that protects your assets, income, and loved ones. We analyze your situation to determine appropriate coverage for life, health, disability, and property insurance.

Our Commitment to You

At Von Haefen Financial Management, our unwavering commitment is to empower our clients to make informed financial decisions and achieve lasting financial well-being. We strive to build strong, long-lasting relationships with our clients based on trust, transparency, and a genuine desire to help them succeed.

Client education is paramount to our process. We believe that understanding your financial situation and the strategies we implement is essential for you to feel confident and in control of your financial future. We take the time to explain our recommendations in clear, concise language, ensuring you fully comprehend the rationale behind our suggestions. Our goal is to empower you to make decisions that align with your values and aspirations.