Distinctions that demonstrate our difference

Ken Haycraft conducts a thorough discovery process with new clients but does not have “canned conversations.” He enjoys understanding each client’s individual goals, needs and situation and then customizing his advice and plan accordingly. This custom planning is blended with a turnkey approach to money management – backed by his client responsibility and risk management focus.

A majority of Ken Haycraft’s clients held officer or leadership positions in the military as part of their careers, which translated to their success in the civilian business community. They see value in the disciplined processes and behaviors, including living a prudent lifestyle.

Ken Haycraft applies the significant leadership experience he gained in the U.S. Army and his 29-plus years of investing knowledge to provide strategic direction to high-net-worth clients in essential areas such as financial planning, portfolio development, investment management and planning for the distribution of wealth in the most tax-advantaged way.

Ken Haycraft is a Certified Financial Planner™ professional, Certified Wealth Strategist^®, Chartered Financial Consultant^®, Chartered Life Underwriter^®, Accredited Investment Fiduciary^®, Accredited Estate Planner^® and Chartered Advisor in Philanthropy^®. These designations help him serve the specific and complex needs of his clients.

“Always in Service” is Ken Haycraft’s personal motto. It represents many important things: the service mind set he shares with many of his clients, his community engagements, his clients’ charitable giving endeavors, and his 24/7 accessibility for his select client base. Every client receives Ken’s personal cell phone number.

He provides a complimentary financial plan even for prospective clients to demonstrate his desire to help them – already providing service, analysis and a comprehensive plan before a client commitment.

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For Ken Haycraft, it’s all about people and the relationships – and his servant leadership style resonates with his clients and prospects. The highlight of Ken’s days is working closely with his clients, whether it’s in the middle of the planning process or working on a complex financial scenario where his experience adds extra value. It’s this intersection of care and help where he makes a difference for clients.

Through the full spectrum of financial services we offer, we can help you plan not only for a wide range of needs, but for the long succession of significant events that span your lifetime.

If you’re currently with another advisory firm, one of the services you may be interested in upfront is our complimentary second opinion service and portfolio review.

We employ our 13 7 Freedom™ process for those seeking a disciplined, thorough and comprehensive approach to managing their wealth. It was developed and trademarked by us. The “13” represents the range of wealth management issues we focus on to help maintain clear financial health as we employ the Certified Wealth Strategist^® (CWS^®) processes with Cannon^© Institute guidance. The “7” represents the seven-step CFP^® Board of Standards process.

Goal Planning & Monitoring, a proprietary planning software from Raymond James, enables us to identify and enter your goals to assess appropriate asset allocation targets, spending or savings rates, and the probability of achieving those goals. This powerful resource, used in conjunction with our deep planning experience, helps us ensure that your goals and our strategy for pursuing them are well-defined.

The projections or other information generated by Goal Planning & Monitoring regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Goal Planning & Monitoring results may vary with each use and over time.