Ed Hauad
Ed has worked in financial services since earning his B.S.B.A. from Valparaiso University in 2004. As a designated Chartered Retirement Planning Counselor CRPC®, Ed’s main focus is helping individuals and families with all phases of retirement planning (wealth accumulation, income distribution, and estate planning.)
Ed follows a disciplined investment process for each of his clients. Your initial consultation begins with the most important step: listening to whats most important to YOU and helping identify your investment goals and objectives. Next, he will develop a customized strategy based on your risk tolerance, time horizon, and liquidity needs. Once your strategy has been implemented, he will regularly review your progress to ensure your strategy remains on track. Eds passion is helping his clients turn their financial dreams into reality.
IHT Wealth Management may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.
All posts and comments are personal and conversational and are not meant to be recommendations in any way. Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.
© IHT Wealth Management