Happel Financial offers investment guidance and uses an initial consultation to match clients with a financial professional based on background and requirements.
People seeking investment guidance tailored to their personal situation
Clients wanting financial recommendations explained before making decisions
People seeking an initial consultation to identify an appropriate financial professional
Ben Hawkins is a ChFC® financial advisor in Madison specializing in retirement savings, retirement income, wealth strategies, business retirement plans, and portfolio reviews.
Vanessa Dean specializes in ADHD-friendly budgeting, impulse-spending control, and debt systems for women, with Financial Counseling Specialist training.
Women with ADHD who need budgeting systems tailored to executive-function challenges
People struggling with impulsive or emotional spending
Clients seeking debt payoff and savings accountability
Which Rockingham-area advisor focuses on retirement income planning?
Ben Hawkins, Edward Jones, and Christopher L Brown list retirement income strategies among their focus areas. Ben Hawkins also holds the ChFC® designation.
Where can I get help with college savings or estate planning?
Emma B Crabtree lists college savings and estate and legacy strategies as specialties, along with portfolio reviews and guidance for new investors.
Is there ADHD-specific budgeting help near Rockingham?
Vanessa Dean ADHD Money Coach offers ADHD-friendly budgeting, impulse-spending control, debt payoff systems, savings systems, and financial triage. Her programs are designed for women with ADHD.
What financial coaching option has a listed price?
Vanessa Dean lists a self-paced impulse-spending course at $19.99 with lifetime access and printable worksheets. Fees for the other advisors and coaching programs are not provided here.