HaydenRock Financial
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WEALTH MANAGEMENT

We have in-depth experience in financial planning and investment management, but we also bring in professionals with experience necessary for a successful wealth management plan.  We will also work with any professionals with whom you already have a relationship. 
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Retirement Planning 
  • Lifestyle Review
  • Risk Review 
  • Pension and/or Social Security benefits analysis 
  • Retirement account assessment 
  • Retirement income plan 
  • Beneficiary review 
  • Healthcare/ Medicare planning 
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Family Needs Planning 
  • Education planning 
  • Special needs child assessment and planning 
  • Planning for support of aging parents
  • Domestic partner planning 

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Insurance & Liability Management 
  • Goal Protection 
    • ​Life insurance 
    • Long-term care​
  • Income Protection 
    • Disability insurance 
    • Business overhead insurance 
  • Liability Insurance 
    • Umbrella coverage 
    • Keyman insurance

STRATEGIC PARTNERSHIP SERVICES

Business Succession Planning 
  • Business needs review
  • Cash management and capital needs assessment 
  • Business valuations 
  • Succession plan documents 
  • Succession plan funding







Estate Planning 
  • Wills 
  • Durable Power of Attorney (POA) for Healthcare/ (POA)-Living Will 
  • Trusts 
  • Gifting 
  • Charitable Gifting 
  • Asset Titling 
  • Estate tax funding 
  • Family dynamics/ family meeting 
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Securities and Advisory Services Offered Through Client One Securities, LLC Member FINRA/SIPC and an Investment Advisor.  HaydenRock Financial and Client One Securities, LLC are not affiliated.

  • Home
  • Who We Are
  • Clients
    • Investment Management
    • Wealth Management
    • Client Access
    • Weekly Update
  • Telecom Access
    • GATT & PBGC Rates
  • Contact Us