- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Other Financial Planning
- -Tax Planning
- -Individuals and/or Small Businesses
Funds Used With Clients
Firm Client types
|Capfinancial Partners, LLC||3 weeks, 4 days||May 2019 - Present|
|Cornerstone Capital Advisors||13 years||May 2006 - May 2019|
Designations & Memberships
Financial Planning AssociationMembershipThe Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.
National Association of Personal Financial AdvisorsMembershipNAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
Accredited Investment FiduciaryDesignationThe Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
Certified Financial PlannerDesignationA standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.
Articles and Answers
Insights by Glen Hahlen
AnswersAsk a financial questionAsk a question
|Is it advisable to borrow, in the form of a fixed loan, for the purchase of securities?
Hi Peter. In my opinion it is always a risky proposition to borrow in order to invest in a market where returns are never guaranteed. In theory it works, assuming returns average 7-8%. But returns are never average and the market can go through cycles where the returns aren't there. The US stock...  (more)
Answered Oct 2013
|What return should we expect for 6-10 year period?
The best answer, as already mentioned, is to determine a level of risk you are comfortable with. Nobody knows for certain where the market is heading. You can control the risk of the portfolio, the amount you invest and fees/expenses - focus on this and not the unpredictability of market returns. ...  (more)
Answered Nov 2013
|How much disability income insurance do I need? Should I get disability insurance?
Great answers from everybody. Disability insurance is very important to have in place but it is not discussed much. Life insurance is much more common, but you are much more likely to become disabled causing a loss of income which will severely impact your life. Check your employer or any affilia...  (more)
Answered Mar 2014
|How much can an individual expect to pay an RIA for fee-only hourly? What about flat fee for 3(16) fiduciary services?
Hi KC,Andy has some good advice. Planning costs may range from $1.5k to $3.5k depending on the complications with your personal situation. If you are looking for portfolio management some planners may charge a flat fee and others may charge around 1% of your portfolio with this percentage decreas...  (more)
Answered Oct 2013
|After I leave a company should I leave my money in the 401k or transfer it to an IRA?
Toni, all great answers to your question. About the only investment you may have access to within your 401(k) that you wouldn't be able to access in an IRA is a stable value fund. Depending on your thoughts on interest rates it may be a good place to park some of the 'safe' side of a portfolio all...  (more)
Answered Nov 2013
Licenses & Conducts
Capfinancial Partners, LLC
$289.7BTotal Assets Under Management
N/ATotal Assets Under Advisement
$15.1MEstimated Average Account Balance