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Important consumer information

Appreciate the Wealth of Your LifeSM.
 
DHAS Financial Planning, LLC is a registered investment advisory firm providing fee-only personal financial planning expertise and tax planning services.  Our clients include working couples and singles who have engaged us to assist them in building their wealth to fund their retirement, college and other financial planning goals. Independence and objectivity are core values from which we operate. And because we provide fee-only services, we aren't influenced by commissions on financial product sales, account minimums or net worth requirements.
 
We are totally committed to your values and objectives; to this end, we execute a Fiduciary Oath annually.  We'll work with you to produce an unbiased, comprehensive analysis of your finances and taxes.  You can count on us to deliver high-quality financial planning advice that fits your budget because we:
  • LISTEN to your concerns and financial challenges
  • EVALUATE your current situation
  • EDUCATE you about realistic and achievable goals
  • DEVELOP a detailed plan for achieving your objectives
  • SUPPORT you with implementation strategies that promote your long-term success and financial well-being.

OUR MISSION

We help clients better their lives through quality, innovative financial solutions.  To this end, we deliver affordable, fee-only financial planning advice to people from all walks of life, remaining unbiased and objective during the process.

                                              

                          CFP(R) Marks Tagline                   
 
6 Executive Drive, Suite 111
Farmington, CT   06032-2837
Phone 860-255-0103    Fax 860-606-8030 		 
DHAS Financial Planning, LLC is a Registered Investment Advisor providing fee-only investment advice and guidance, and full-service financial planning. The firm is registered with the State of Connecticut Department of Banking. Our primary place of business is 6 Executive Drive, Suite 111, Farmington, Connecticut 06032.
 
The information in this web site is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publishers, and host are not providing legal, accounting, or tax advice, or advice specific to your situation. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation.

The presence of this web site on the Internet shall in no direct or indirect way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any state other than the state in which this firm is licensed.