The Haunn Group
Financial Services - N/A, N/A, CA
The Haunn Group Employees
The Haunn Group Details
The Haunn Group, since its inception in 1982, is committed to providing clarity to affluent entrepreneurs & professionals who have worked so diligently to build their wealth. By understanding our clients' core values we are able to offer clarity with respect to risk, investment, succession or estate planning on an entirely different level than other organizations. We commit to understanding the dangers, opportunities and strengths and we document the intent for how the wealth that is created can enhance the lives of their family and community. Our planning philosophy focuses on discernment-based communication. Discernment style uses deeper and deeper questioning to stimulate the client to reach their own best conclusions which is far more effective than through the delivery of external recommendations. The Haunn Group believes a team approach is essential to achieving a coordinated and cohesive result and is confident that a team always outperforms individual advisors acting separately. We promote having the client's advisors - accountants, lawyers, tax specialists, investment bankers, etc. around the table working together towards the client's mission, vision, values, and goals. This can only be done once there is centralized clarity.
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