Hesen & Haslam

Hesen & Haslam, Retirement Income Specialists is a registered investment adviser located in Woodland Hills, CA. Established as Hesen & Haslam, LLC, the firm specializes in managing assets for various clients, including individuals, high net worth individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and businesses. Acting as a fiduciary, the firm is committed to always acting in the best interest of clients. Their wrap fee program offers investment advisory services with a maximum annual fee not exceeding 2.00%, billed quarterly based on account value. The firm's services include Wealth Management and Comprehensive Wealth Management, tailored to individual client needs and investment goals. Investment strategies include alternative investments, asset allocation, debt securities, and real estate investment trusts. The firm's methods of analysis include charting, cyclical analysis, and fundamental analysis. Hesen & Haslam does not recommend or offer wrap program services from other providers and does not charge performance-based fees. The firm's investment advisers act as portfolio managers, providing individualized investment advice to clients. Clients have the opportunity to place reasonable restrictions on investments in their portfolios. The firm does not accept proxy authority to vote client securities and does not pay referral fees to independent solicitors. The firm's Code of Ethics ensures ethical conduct and compliance with securities laws. Clients are advised that they are under no obligation to implement recommendations and may choose a broker-dealer at their discretion.