The Haunn Group, since its inception in 1982, is committed to providing clarity to affluent entrepreneurs who have worked so diligently to build their wealth.

By understanding our client’s core values we delve deeper into our client’s background, family governance, professional and personal ethics and future goals. With this knowledge, we are able to offer clarity with respect to risk, health, investment, succession or estate planning on an entirely different level than other organizations. We commit to understanding your dangers, opportunities and strengths and we document your intent for how the wealth you have created can enhance the lives of your family and community.

Our planning philosophy focuses on discernment-based communication. The discernment model is a relationship focused model. Clients subconsciously sense their life purpose, but they can't quite grasp it. People need to connect with their stories and experiences of their past in order to gain clarity about their present. Wealth holders need someone they can trust and confide to have these conversations with. Discernment style uses deeper and deeper questioning to stimulate the client to reach their own best conclusions. You are at far greater depth than it could through the delivery of external recommendations.

The Haunn Group believes a team approach is essential to achieving a coordinated and cohesive result and is confident that a team always outperforms individual advisors acting separately. We promote having all of an entrepreneur’s advisors - accountants, lawyers, tax specialists, investment bankers, etc. around the table on behalf of the client working together towards a client’s mission, vision, values, and goals. This can only be done once there is centralized clarity.

The Haunn Group will provide the following:

Control — the knowledge that you are receiving exceptional advice and management, while ultimately retaining control over the direction of your plan

Realization of Financial Independence — the confidence that your lifetime needs are secure

Assurance of a Family Legacy — the transfer of wealth to heirs will occur in a manner that you prefer, at the time you decide

Appropriate Direction of Social Capital — the satisfaction of supporting philanthropic organizations that support your beliefs, morals and attitudes vs the default plan— Government

Quality of Life/Responsibility of Wealth — reinforces the idea that you will enjoy and share your wealth in ways that enrich your life and that of your family

Creditor Protection — security from inappropriate litigation

Tax Minimization — the knowledge that you have created a tax-effective estate management plan that minimizes risk of exposure

Independent and Objective Investment Advice — the certainty that you are receiving unbiased, professional advice specifically tailored to your personal situation, goals and values

Maintenance of Family Enterprise Integrity — the reassurance that you and your family will remain secure in the future to pursue its’ goals