Timothy J. Haas, CFP^®

CIMA^®, RMA^®

107 Church Hill Rd, Ste 1B
Sandy Hook, CT 06482-1194

FINANCIAL ADVISOR'S WEBSITE

Https://www.WayPFP.com

(203) 304-9690

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

First hour consultation is free. Fees can be hourly, by plan deliverable or by commission, when products are provided by the firm or they can be acquired elsewhere. The objective is educating and guiding the client to make informed choices.

Minimums

HOUSEHOLD INCOME MINIMUM

$50,000

Investable Asset Minimum

$50,000

General

Timothy Haas is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Sandy Hook, CT and the surrounding communities.

Financial Advisor Overview

Solo practitioner in a suburban community of New York City in Fairfield County Connecticut. President of local Chamber of Commerce, active in civic organizations.

Financial Advisor Experience

Deeply experienced in personal lines and commercial insurance issues. Life insurance, long term care, and retirement income planning. Taxation and bankruptcy are areas of expertise.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Certified Investment Management Analyst (CIMA^®)
Other - RMA^®

Insurance Licenses

Life insurance
Health/disability insurance
Property/casualty

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Timothy Haas is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC, 15 Fisher Lane, White Plains, NY 10603 (914) 428-4000. True North Financial Solutions, Haas Insurance and The Haas Agency, Inc. are independent of Equity Services, Inc.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Buying a Home, Career Change, Asset Allocation, Bankruptcy, Business Taxes, Corporate Finance, Disaster Recovery, Investment Management, Irregular Income, Mutual Funds, Getting Married, Identity Theft, Real Estate, Insurance, Job Loss, Startup, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes