Michael Haase

Michael Haase

Financial Services Representative

BUSINESS PHILOSOPHY

When I decided to become a financial advisor, I was driven by a passion to improve my clients' lives. I strive to take away their worry and help them achieve the things they want for themselves and their loved ones. I have guided individuals, families, and businesses through the last 23 years of market ups and downs. By discovering and thoroughly understanding my clients' unique situation and goals, I am able to navigate them along their path to retirement and beyond. My areas of expertise are portfolio management, investment tax planning, planning for retirement, estate planning, and personal, as well as business insurance.

 


QUALIFICATIONS


•Licensed to sell insurance and securities in WI.
•Series 7 & 63

Phone (414) 615-6770
Fax (414) 615-4860