A Comprehensive Management Process For Financial Affairs
Highly Customized Solutions
Assistance with Implementing Strategies & Plans
A Proactive Approach to Financial Planning & Management
Haviland & Sams offers excellence in financial planning.
We are an independent financial planning and financial advisory firm dedicated to the preservation, protection, and growth of our clients’ wealth. As a Registered Investment Advisor, we strive to offer the very best financial affairs planning and financial management services to individuals and families.
Haviland & Sams is unique in our philosophy and mission.
We are independent, and have no affiliation with any financial services firm.
We do not sell any investment products or insurance products.
We do not accept third-party payments from financial services firms.
We are totally focused on our clients and their financial planning needs.