Haeffele & Associates

Haeffele & Associates Providing Estate & Retirement Planning for over 40 years. I am a Certified Financial Planner and sole-owner of Haeffele & Associates.

I have been providing personalized Financial and Estate Planning services for over 40 years to help my clients manage life's economic hazards in a cost effective manner. I assist client's with Life Insurance Planning needs including: final expenses debt liquidation, Retirement Plans Social Security strategies, audit of Mortgage Reduction, audit of existing Insurance, emergency needs, Family Incom

e and Wealth Transfer using specialty designed Insurance plans. I work with my clients Attorney, accountant or other professionals to develop strategies for the efficient transfer of clients assets using wills, trusts and discounted tax plans. I assist Business Owners in designing plans to assure the continuity of sale of their business in the event of withdrawal, retirement, disability, or eath of an owner, using optionally funded buy/sell plans. My other professional specialities include Asset Allocation, Personal Insurance Planning, Business Continuity Planning, Executive Benefit Plans, Estate Planning and Tax Reduction Strategies.

04/21/2022

Address

411 Hamilton Boulevard
Peoria, IL
61602

Opening Hours

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

Telephone

(309) 676-7440

Website

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