Haese Financial Group Inc

Haese Financial Group provides investment supervisory services, financial planning, and consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and small businesses; its brochure reports managing approximately $47 million for about 100 client households. The firm also offers ancillary accounting and tax services and delivers written evaluations such as net worth statements and investment policy documents as part of its client work.

The firm generally manages assets on a non‑discretionary basis, building written investment policy statements and pursuing strategic, globally diversified asset allocations implemented primarily through no‑load or low‑load mutual funds and exchange‑traded funds. Portfolio monitoring and periodic reviews are performed by firm representatives, trades are placed through client‑selected custodians under limited trading authorization, and Haese does not act as a custodian or routinely vote client proxies.

Noteworthy aspects include a material affiliation with Superior Financial Services, an affiliated broker‑dealer and insurance agency, and a number of advisors who maintain broker‑dealer or insurance registrations—relationships that are less common among peers in this category. The firm also makes hourly and fixed‑fee planning and consulting available in addition to asset‑based advisory arrangements, and it explicitly offers in‑house tax and accounting services.