Financial Planning

Haney Financial Services, Inc. provides a full range of financial services that are complemented by the Haney CPA Group accounting services. Our professionals that are both CPAs and Investment Advisor Representatives can focus not only on your investments but also on your total financial situation–your goals, hopes, and dreams.

Haney Financial Services, Inc. asset management services include:

  • Investment Evaluation/Risk Tolerance Analysis
  • Asset Allocation
  • Investment Advice
  • Account Set-Up/Account Transfers
  • Quarterly Statements
  • Set-Up 401Ks or IRAs
  • Continuous Review of Asset Activity
  • Legacy Planning


At Haney Financial Services, federally registered Investment Advisor Representatives help clients achieve their financial goals by building and preserving investment assets through affiliation with Intrepid Financial, LLC, a Registered Investment Advisor.

As a Haney Financial Services client you will receive financial planning advice tailored to your current financial situation, your tax situation, your goals, and your risk tolerance. You will receive quarterly financial statements for each account and a consolidated statement of all your family’s accounts.

Your investment assets and accounts will be coordinated to work with your personal goals and needs. Meetings with your Haney Financial Services advisor will keep your plan current and give you peace of mind that you are on track to meet your financial goals.