Raymond James & Associates, Inc. / Alec Hagen
- Financial & Investment Services
- Insurance Providers
I believe that having a plan that can guide you through your life is a must. That is why my focus with my clients is comprehensive financial planning. These plans focus on investments, retirement planning, insurance, and education planning, as well as tax and estate considerations. From there, we create personalized strategies and identify products that fit each client’s situation. I have been in the industry for 1.5 years, and my educational background in the industry goes back 5 years. I hold a B.S.B.A in Accounting and Personal Financial Planning from Central Michigan University. My passion for the industry comes from my desire to educate and help people. I saw a disconnect years ago between people and their financial lives, and it is my mission to bridge that gap and create confidence in my clients and their families now and in the future.
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC