Tim Haunn Email & Phone Number

At Haunn-Landers & Co. (HLCO) our mission and vision is to help build wealth, build extraordinary families and communities.HLCO clients tell us that our values-based approach called ‘The Advisory Model’, creates clarity & simplicity. It is deeply satisfying work. Helping you get clear about what is important to you so as to make wise decisions about your wealth and family can be the most important work of all.Our proprietary process starts and finishes at a different place than most firms. The Preservation Program is designed specifically for accomplished entrepreneurs, professionals and their families.We start with ‘empathy and understanding’ and we ensure all financial decisions are based on what matters most to you. Most families have ‘silo’ relations with a variety of advisors. Seldom are their strategies, tactics, and tools coordinated. A proper discovery focuses primarily on your goals, not on the means of achieving your goals.Next is our ‘Integrated Wealth Planning’ which is our Quantitative and Qualitative analysis, assessment, modelling and forecasting of your ‘Financial Independence’, ‘Family Legacy’, and ‘Social Capital Legacy’.It is only at the last stage that we ‘advise’—which is what you really are hiring us for.Our knowledge and counsel will lead you to actionable recommendations and solutions. Any insurance, investment, legal, business transfer and tax planning are coordinated to support your vision of success. But our work is never really done. Our ‘progress report’ ensures that your plan continues to work in harmony to be relevant and sustainable.Helping to bring a sense of calm and clarity around your wealth by facilitating family conversations and planning is what makes us different. We do this by sharing unique tools like the Willing Wisdom Index- see for yourself: https://tinyurl.com/y84fsdtxIn the end, wealth has always been about family and community. We look forward to a conversation about your story, learning more about your family and where you want to go together and about the possibilities of building a powerful, intimate, trust relation designed to get better results.905-821-8224 or www.haunnlanders.ca #familymeetings #willwisdomindex #healthcare directives #lifestyleandlegacyplaning #intergratedwealthplanning #estateplanning #businesssuccession #wealthaccumulation #riskmanagement #investmentplanning #lifeinsurance #business owners #wills #POA #exitplanning #successionplanning #familybusiness #capitalgainstax #inheritance #trustedadvisor #businesstransition #philanthropy #charitablegiving