Stacy Hadden & Associates Financial
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6 Retirement MYTHS Debunked We are experiencing a silver Tsunami. The leading edge of the Boomers turned 65 six years ago. On average, 1,250 Canadians turn 65 years old every single day. Most Boomers were born between 1961 -1965. That's why you feel everyone has been turning 50. And people are living longer, much longer. With all of this happening, it's small wonder that the media, politicians and the financial services business are.
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Stacy grew up in South Kelowna, the 3rd youngest in a family of 9 children. She is also a 3rd generation "Kelowna-rite" and is very proud of her family's history in Kelowna. Stacy started her career in the financial field in 1981 however, opened her own financial planning practice in 1997. Each client we meet with is unique.
In the beginning you talk, we listen! This is the most powerful part of the planning process as this is when we hear about your fears, your needs, your goals and your dreams. This process allows us to get an understanding of your current financial picture so we can begin to create your plan wrapped around you.
Everyone has a dream for their future - what many are missing is the roadmap to get there. We find this is the case for most of the clients who come to us seeking guidance. They have the dream but are looking for the action steps to put this dream into motion. We firmly believe that the first step to achieving any goal is to begin by creating a plan.
We know that listening to your needs is the most powerful part of the financial planning process. This is when we hear about your fears, your needs, your goals and your dreams. This process allows for us to get an understanding of your current financial picture so we can begin to create your plan tailored around you.
Reviews (2)
J. Farquhar
J. Farquhar
Aug 05, 2020
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I and other family members use Hadden for investing. Consistent results. Great feedback. Concern for your needs. Personalization for your goals. Would strongly recommend.
Michelle Collie
Michelle Collie
Aug 15, 2018
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The team at Stacy Hadden Financial are amazing. Not only are they extremely knowledgable in all aspects of planning your finances, life insurance and protecting your future assets. They are also, kind, passionate about their clients and fun to be around. I recommend Stacy and Alex to anyone seeking financial advice.