We believe in serving those who serve, and that a financial plan/wealth strategy customized to your situation can help you make the most of your wealth and federal benefits.
Ken Haycraft, Vice President, Wealth Management, MBA, MSFS, CFP®, is a U.S. Army veteran and 29-year veteran of the financial services industry. He also grew up in a military family with firsthand knowledge of the challenges, opportunities inherent to the service life, and in life after service. He strongly believes his families’ legacy and personal service experience brings discipline, transparency and client access to his practice. In fact every client is provided with his personal cell phone number.
Ken’s primary clients are high-net-worth veterans where he has extensive experience serving their needs and is passionate about ensuring all military members and public servants can access planning assistance. His mission as an advisor is to make a difference in people’s lives, whether he is helping them plan for the transition to civilian life, a well-earned retirement and or building multigenerational family legacy strategies for high net worth veterans.
Ken understands the mindset of veterans, his goal is to be always in service to you and responsive to your needs as a client.