Working with us.

Knowing our clients is the top priority. We understand how busy life can be.
By maximizing our network and professional expertise,
we can better care for you, save you time,
and keep you on the right path to your financial goals.
We love what we do, want to know you, and understand your dreams.

the services

Hazlett Wealth Management brings a wealth of knowledge and expertise to help individuals and families navigate complex financial matters. Suzanne and her team take special care to provide personalized advice and strategies tailored to your unique financial goals, helping you make informed decisions about investments, retirement planning, tax optimization, and more.

  • Financial planning is the process of assessing an individual's or organization's financial goals and creating a comprehensive strategy to achieve them. It involves evaluating income, expenses, investments, and other financial aspects to optimize financial well-being and confidence.

  • Retirement planning is the process of setting financial goals and creating a strategy to help ensure a financially secure and comfortable retirement. It typically involves saving and investing money during one's working years to generate income and cover expenses after retiring.

  • Tax optimization refers to the strategic management of one's financial affairs to minimize the amount of taxes paid while remaining in compliance with tax laws and regulations. It involves utilizing various legal deductions, credits, and tax-efficient investment strategies to reduce tax liabilities and maximize after-tax income.

  • Succession planning in financial planning involves creating a strategic roadmap to ensure the smooth transfer of assets, wealth, and responsibilities from one generation to the next, allowing individuals and families to preserve their financial legacy and achieve long-term prosperity. It typically encompasses a range of considerations, including estate planning, tax optimization, and the development of a clear framework for passing on financial assets and businesses while addressing potential challenges or conflicts within the family.

the client experience

The last 20+ years in the financial planning industry have helped us refine our process to assist you in achieving your goals.

Tell us your goals for 10, 20, 30 years from now. We have the expertise and experience to create your personally tailored financial plan whether you know where you want to go, or need guidance through the journey. We will be there through every step.

  • It all starts with a conversation about your goals for the future – your hopes, your dreams and fears. Together we’ll identify what’s most important to you and your family and find ways to make the most of your resources.

  • Next, using our extensive planning experience and state-of-the-art technology, we will develop a personalized financial plan designed to give you the best probability of achieving your financial aspirations.

  • Once you are comfortable with your plan, we’ll put it into action by choosing an investment strategy best suited to your needs, goals and risk tolerance. We’ll show you, in real time and in detail, how different choices or factors might affect the chances of meeting your goals.

  • We will consistently review your progress to help ensure your plan keeps working for you through all of life’s changes. Whatever your goals, you’ll have our ongoing support. And when new issues arise, we’ll be here to help you navigate them.

Secure your financial future with confidence.

FAQs

Frequently Asked Questions

  • Financial planning is the process of setting and achieving financial goals by effectively managing one's resources. It involves budgeting, saving, investing, and managing debt. Financial planning is important as it helps individuals and families secure their financial future and make informed decisions.

  • High-end financial planning firms typically offer specialized, personalized, and comprehensive services. They often have a team of experts, access to exclusive investment opportunities, and a commitment to providing a higher level of service and attention to detail.

  • During the initial consultation, you can expect a thorough discussion of your financial goals, assets, liabilities, and risk tolerance. We use this meeting to assess your needs and determine if we can provide value with our approach to wealth management.

  • High-end financial planning firms typically offer a wide range of services, including investment management, tax planning, estate planning, retirement planning, risk management, and more. They may also provide access to alternative investments and specialized financial solutions.

  • We prioritize a highly personalized and close client-advisor relationship. You can expect regular meetings and ongoing communication to review your financial plan, make adjustments as needed, and ensure your financial goals are on track.

  • Investing for long-term financial goals involves principles like diversification (spreading investments across different asset classes), risk management, and staying committed to a strategy. It's important to have a clear investment objective, set realistic expectations, and periodically review and adjust your portfolio as needed.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.