Hapanowicz Financial

Private wealth management isn’t just for the ultra-rich. We offer strategic, personalized guidance to all our clients, covering every aspect of financial life—from comprehensive planning and tailored investments to proactive tax and estate strategies. Whether it’s managing taxes, planning for retirement, or building a customized investment portfolio, we bring you a high-touch, holistic experience traditionally reserved for the ultra-wealthy. Bottom line? Personalized service is for everyone. Learn more about our approach to private wealth management on our blog, and reach out to get started today — https://hubs.li/Q02Ynl780

“One of my favorite core values of our company is the pursuit of excellence; how we go about one thing is how we go about everything.” - Christina Simmonds, CFP? Sitting down to film this brought us back to our foundation—the purpose behind all that we do. From starting with a client’s vision to building a plan around their goals, it’s about more than planning; it’s about taking care of people and making a lasting impact. Watch the full video below. https://hubs.li/Q02Ynhy30

Retirement planning has changed a lot over the years. From healthcare to life expectancy, new factors make it important to keep your plan up-to-date. Over the last 35 years of our business, we’ve seen a major uptick in the range of healthcare options, women outliving men, and regulatory changes. But don’t stress yet. Though things change rapidly and often, planning for retirement slowly and deliberately doesn’t need to be a nightmare. Here are several methods and considerations to help you turn your retirement dreams into a committed plan: https://hubs.li/Q02WRY6d0

Say hello to our founder, Bob Hapanowicz ?? Bob’s journey with Hapanowicz began over 30 years ago, driven by a passion to help individuals pursue their financial dreams. As the founder, he’s delighted by the countless retirements, global adventures, and generational legacies his team has enabled. Today, Bob witnesses his own dreams fulfilled as his children carry forward the Hapanowicz legacy alongside him. Learn more at https://hubs.li/Q02WRXjK0

It was a very Hapanowicz Halloween—last Thursday, our advisor duties looked a little different! ?? As costumes are put away and the holiday season kicks off, we’re here to help keep you on track toward your financial goals.

In honor of Election Day, watch the replay from our educational webinar to hear from Christina Simmonds CFP? and Scott Barnes CFP? break down the potential impact of each presidential nominee's tax plan on your retirement. https://hubs.li/Q02WRN7N0

Executive retirement planning ??? Did you know that relying solely on a 401(k) or IRA is not enough to secure your financial future? While maxing out 2024's combined contribution limits is helpful, here's the reality ?? If you invest the rest in non-tax-advantaged accounts or let it slip into your discretionary spending, you could be leaving money on the table and risking lifestyle inflation that proves devastating in retirement. To truly optimize your retirement, be sure to leverage available executive benefit programs. These tools can help you: ?? Minimize taxes ?? Boost your savings ?? Keep your long-term financial positioning on track It’s time to think beyond the 401(k)—and make your retirement as strategic as your career. ?? Here’s how executive benefit programs can position you for a well-deserved retirement: https://hubs.li/Q02WcZ9R0

For hard working tenacious people, we understand that your wealth is a testament to your dedication. That's why we offer a white-glove, planning-first approach, ensuring every detail of your financial life is meticulously managed. Our proactive team is here to support you with services ranging from investment management and financial planning to tax strategies, equity compensation guidance, and trust and estate planning. Whether you’re securing your legacy or maximizing your potential, we’re committed to delivering the diligence you deserve. Learn more about our process ? https://hubs.li/Q02WcK2R0

How Will Upcoming Tax Changes Impact Your Retirement? ?? The tax plans proposed by both candidates could seriously cost your retirement savings. Join Christina Simmonds, CFP?, and Scott Barnes, CFP?, CLTC, tomorrow, October 23, for a free webinar to find out how to preserve your money, no matter who wins. Sign up today to reserve your spot before time runs out. ?? https://lnkd.in/eujYJyET

Are You Ready for Trump and Harris’ Tax Proposals? The 2024 election could bring big changes to tax laws that directly impact your retirement. Join seasoned advisors Christina Simmonds, CFP?, and Scott Barnes, CFP?, CLTC, for a free webinar where they’ll unpack the tax proposals and key strategies to help preserve your portfolio. Learn:? ?? What the expiring Tax Cuts and Jobs Act (TCJA) could mean for your retirement ?? How each candidate’s tax plans might affect you ?? Steps you can take now to preserve your wealth Secure your spot now – space is limited! ?? https://lnkd.in/eujYJyET