Commitment to Clients

At Haugen Agency, Ltd, we value our relationships highly and feel it is our responsibility to help you not only protect your lifestyle through appropriate insurance coverages but also enhance your future lifestyle by helping you reach your financial goals.

Asset protection is the foundation of any well-organized financial strategy; the vital underpinning that provides comfort and security for you by having appropriate types and amounts of insurance coverages in place.

A Wealth Accumulation strategy, on the other hand, seeks to:

 

  • Make your financial goals realities; and
  • Significantly improve your level of confidence in your financial future.


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We can help you by:

 

 

 

 

  • Simplifying your life a bit by offering one convenient place to tackle both your asset protection and wealth accumulation needs;
  • Helping you develop a strategy for your insurance portfolio and making your financial goals a reality; and
  • Continuously monitoring the progress you are making towards your insurance and personal financial goals.


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Registered Representatives of and securities offered through Securities Management and Reseach, Inc. (SM&R).  Member FINRA/SIPC.  SM&R is independent of Haugen Financial Group.