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Jeffrey A. Haas, CFP®, CLU

The Private Client Reserve of U.S. Bank

170 S Main St
Ste 600
Salt Lake City, UT 84101
Phone: (801) 534-6041
Fax: (801) 534-6042

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Household Income Minimum: $0
Investable Asset Minimum: $3,000,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Career Change
  • Corporate Finance
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Getting Divorced
  • Mutual Funds
  • Irregular Income
  • Insurance
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Long-term Care
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.