Hattig Financial Company

Hattig Financial Company Providing comprehensive financial planning and wealth management services for more than two decades. Based in Longmont, CO, Hattig Financial Co.

Hattig Financial Company–providing peace of mind through trusted financial planning. has been successfully providing wealth management needs to a family of clients across the country for more than two decades. We believe that our clients' financial lives are dramatically more clear and peaceful through proper investment planning prior to and through retirement. Hattig Financial Co. is guided by it

s founding principles of trust and integrity, and grounded in the highest skill and experience. The personal relationship with clients will always be our priority, along with doing what is right for each client, every time. Serving as President of Hattig Financial Co., I am an Investment Advisor Representative through Vanderbilt Financial Group, and a Certified Financial Planner™. As a CFP® professional, I am held to rigorous ethical and fiduciary standards, and will always have my clients' best interest at heart. Hattig Financial Company is not a registered broker-dealer nor a registered investment advisor. Hattig Financial Company and Vanderbilt Financial Group are separate and unaffiliated entities. Securities offered through Vanderbilt Securities, LLC. Member FINRA, SIPC. Registered with MSRB. Clearing agent: Fidelity Clearing & Custody Solutions. Advisory Services offered through Consolidated Portfolio Review. Clearing agents: Fidelity Clearing & Custody Solutions, Charles Schwab & TD Ameritrade. Insurance Services offered through Vanderbilt Insurance and other agencies. Supervising Office: 125 Froehlich Farm Blvd, Woodbury, NY 11797 • 631-845-5100. For additional information on services, disclosures, fees, and conflicts of interest, please visit www.vanderbiltfg.com/disclosures.

Planning for retirement doesn't stop the day you are done working. In fact, many of my clients work with me for the long...
06/30/2022

Planning for retirement doesn't stop the day you are done working. In fact, many of my clients work with me for the longterm relationship, for monitoring and adjustments required throughout retirement!

Measure advanced by a Senate committee includes new savings incentives for workers and looser rules for emergency withdrawals.

Frequently, I have younger clients and folks I meet ask, "So, financially - how are we doing compared to others?"
06/30/2022

Frequently, I have younger clients and folks I meet ask, "So, financially - how are we doing compared to others?"

Your age has a lot to do with your net worth. Here's the typical American's net worth by age, according to Federal Reserve data:

05/20/2022

New York Times columnist Jeff Sommer has an intelligent response to readers’ questions about inflation and interest rates, enlisting the help of a bond maven and a Nobel laureate.

05/20/2022

Companies might start offering pension buyouts to manage long-term costs, but they're not for everyone and rising rates mean you should act soon as the higher rates go, the lower the payoff.

Made me chuckle out loud: “The key is to care, but not that much.” -Herbie Cohen
05/18/2022

Made me chuckle out loud: “The key is to care, but not that much.” -Herbie Cohen

Herb Cohen,, a professional negotiator, taught his son seven rules that can help clinch any deal—well, almost any deal.

So many factors in Retirement Income Distribution. Have a solid plan and be willing to make adjustments.
04/29/2022

So many factors in Retirement Income Distribution. Have a solid plan and be willing to make adjustments.

So many factors cause volatility in the markets, making it tricky even for the experts to know what’s next. They still have ideas.

Have you had the honor of having a Mentor or being a Mentee? I've been fortunate to have had at least three special peo...
04/29/2022

Have you had the honor of having a Mentor or being a Mentee? I've been fortunate to have had at least three special people take this role in my life, and I am excited to build the next relationship.

Do you really need a mentor, and how do you know when you've found "the one?"

...and what some young investors think of 'risk.'
04/07/2022

...and what some young investors think of 'risk.'

Market swings have triggered a stampede into exotic exchange-traded products.

The ever-evolving and changing financial planning arena! Check out what congress is up to...
04/07/2022

The ever-evolving and changing financial planning arena! Check out what congress is up to...

Workers can save more and delay withdrawals under a measure passed by House.

This is a real thing: I've seen and experienced it in the early 2000's, 2008 and '09, and today we are experiencing - "F...
03/16/2022

This is a real thing: I've seen and experienced it in the early 2000's, 2008 and '09, and today we are experiencing - "Financial Behavior Bias." Bottom line, have a well thought out and executed plan.

Loss aversion is one type of cognitive bias studied in behavioral economics that may impact your finances.

02/14/2022

The world paid $10 trillion in interest last year. As rates begin to rise, we work out where the bill might go

What does it all mean? Filing 2021 tax-returns, cleaning-house, interest rates... so much to consider and continually ma...
02/14/2022

What does it all mean? Filing 2021 tax-returns, cleaning-house, interest rates... so much to consider and continually manage. We work to make sense of all these things for each client.

Let’s look at some ways to help you stay on top of your financial goals

Address

710 Tenacity Drive, Suite 101
Longmont, CO
80504

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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