About My Practice
We are an independent, fee based, registered investment advisory firm, founded by Donald Haisman, a CERTIFIED FINANCIAL PLANNER TM with more than 30 years of experience in Southwest Florida.
Our practice is limited to 100 clients.
We show you how to simplify your financial life and make smart money decisions so you can achieve your goals. We do this by helping you get your entire financial house in order and keep it that way forever.
For each of our Clients, we act as your Chief Financial Officer. We keep you apprised of what is happening with your money, alert you to any factors that may influence your financial planning situation, and make recommendations on the smartest ways to help you meet your investment management, retirement planning, and wealth management goals.
We have a five-step process we use with successful persons and organizations. The first step is a discovery meeting, after which we mutually decide
if there is a basis to go forward together.
Phone us for an appointment and ask for a copy of our white paper that explains this process and how it applies to our clie
Over 25 years providing financial consulting and advisory services Small team relationship with each client Company policies are consistent with Christian principles Advises various foundations, endowments, trusts and families Have provided investment advice to a $333 million pension plan for over 15 years Practice limited to 100 successful clients Donald L. Haisman, CFP® was voted a Five Star Wealth Manager, Best in Client Satisfaction, sponsored by the Gulfshore Life magazine.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 63, 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - MBA
Considerations: Values Based Investment Advise
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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