Happel Financial, LLC - Home
Due to the governor’s “stay-in-place” mandate, My physical office is currently closed, and my staff and I are working remotely. We remain available to support you, however. If you need anything—for example, to open an account, deposit or withdraw money, or submit paperwork—please contact us. You may also access your account information electronically by logging into Investor360°.
What is a Financial Gardener?
Just think about what a gardener does. Gardeners grow and look after plants in a range of settings. Knowing the complex relationship between plants, soil, and the environment is the reason you would hire such an expert. However, knowledge alone is not enough; the hard work needs to get done too. So, gardeners pull the weeds and fertilize the soil too. Their continuous vigilance is rewarded with both beauty and bounty. A true gardener is aware that they are merely a steward of the land, leaving it better for the next generation.
A Financial Gardener is for investments what a gardener is for plants. Our main job is to help you maximize the things you do with your money and minimize mistakes. Just as a certain plant has individual soil, shade, and sun needs, you need support that is specific to you. We take the time to understand the complex relationship between your personal situation and your dream garden. From there, we recommend and explain practical solutions. Our role is to help you make informed decisions about your money. We promise we will not have you do anything that does not feel right to you. Can you see the connection between growing money and growing tomatoes? What does your ideal garden look like?