Bryan Haggard, CFP®, CFA RetireMitten Financial LLC

Contact this advisor

About Bryan Haggard, CFP®, CFA

RetireMitten Financial specializes in helping family’s transition into retirement. We are also experts in cross-border financial planning, specifically helping families that have worked in both the U.S. and Canada.

In order to help families realize their dream of a successful retirement, we go through a three-step process.

Step 1: The Retirement Roadmap
Initially, we go through a comprehensive retirement plan and goal setting process. What do you want your ideal retirement to look like? How do you envision spending your newfound free time? Great, let’s put together a plan so that you can stop worrying, and start enjoying retirement.

Step 2: The Retirement Paycheck
Once goals are established, we now need to build an investment portfolio to help meet those goals. We believe in a cash-flow matching investment strategy. Cash-flow matching involves creating a monthly “retirement paycheck”, to help meet your goals. This allows you to feel comfortable generating a steady stream of income, regardless of the ups and down of the stock market.

Step 3: On-going Planning and Support
The initial plan and investment strategy are only the beginning. Things change a lot in retirement. The stock market, your goals, and your life are ever changing. So should your retirement plan. Our systematic approach to meetings allows us to consistently change your plan as soon as your goals change. That European river cruise you woke up last night dreaming about, let’s figure out how to make it a reality.

Looking for a Stress-Free and Fulfilling Retirement?
If you are looking for an experienced financial planner to help guide you through retirement, let’s talk.

Contact this advisor

Ideal Clients

  • Baby Boomers
  • Cross-border Planning
  • Retirement Planning
  • Tax Planning

Ways Advisor Charges

  • Quarterly Fee
  • Flat Fee

Fee Options

  • Quarterly Fee: $1,250+/qtr
  • Flat Fee: $5,000+/engagement

SEC Records