Advanced Planning
Our higher standard of care includes financial, estate and tax planning.
Life Planning
We believe a truly wealth life is one that aims to create a health and fulfillment.
Investment Consulting
We design a customized portfolio aligned with your values, time horizon and risk tolerance.
The Guidance You Deserve
The families and individuals we serve are more than just clients; they are the reason we do what we do. We've established a higher standard of care for financial, estate, investment, and tax planning at every stage of life.
We are financial advisors who take a people-centered approach to wealth management. We believe that how you live your life should shape your finances, not the other way around.
Achieve Your Goals
Our Life Planning services include a coaching initiative led by Certified Life Coach Tresa Leftenant, who brings more than 40 years of experience in financial services. Her deep expertise in the human side of money and life transitions provides the educational and coaching foundation for our Life Planning approach.
This coaching is designed to help you connect the dots between your financial resources and the life you truly want to live. We recognize that your financial well-being is shaped by many aspects of your family’s life beyond investments and traditional planning—and that addressing these truly important aspects is essential to creating long-term financial health and along with a fulfilling life.
Suddenly Singles
Losing a spouse can bring overwhelming financial challenges, especially for those new to managing money. The Haws Falasco Group offers compassionate guidance and clear financial education to help you navigate this transition with confidence.
Market Insights
Providing insights that are highly valuable to our clients over the short and long term.
Education
Important information regarding yearly tax facts, identity theft, and retirement.
Wealth Strategies
We offer live education and insights on timely wealth management topics.
Your Support Team
Led by financial advisors Kim Haws Falasco and Kim Miller, the Haws Falasco Miller Group is a team of seasoned, compassionate professionals whose top priority is making a positive impact on our clients and in our communities.