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HAYA Financial Strategies & Insurance Agency helps clients understand, organize, and act on the financial decisions that shape their family, business, and future.
We help you organize the financial decisions that matter.
Most people receive financial advice in pieces. One conversation about insurance. Another about investments. Another about taxes. Another about estate planning. The problem is that these decisions are connected.
HAYA exists to help clients see the full picture.
We educate, organize, and guide conversations across the major areas of financial life so you can understand your options and take the next right step.
One place to think through the big decisions.
Protection
Insurance, annuities, family protection, income planning
Planning
Wills, trusts, pre-nups, legacy, beneficiaries
Financial Strategy
Investments, tax strategy, cash flow, personal finance
A clear process from education to action.
Step 1: Discover
We start by understanding your goals, concerns, family structure, business interests, and current financial picture.
Step 2: Educate
We explain the relevant strategies in plain language so you understand what each option does, where it fits, and what tradeoffs may exist.
Step 3: Organize
We help connect the pieces, including insurance, annuities, estate planning, tax considerations, investments, and personal finance.
Step 4: Implement
When appropriate, we help move the strategy forward through insurance solutions, annuity options, estate planning resources, pre-nup resources, or paid consultation work.
Clear guidance. Transparent next steps.
HAYA may be compensated when clients choose to implement certain insurance or annuity solutions. In other cases, clients may pay directly for consultation, education, or planning support.
When estate planning, pre-nups, tax, or legal matters are involved, HAYA may help coordinate the conversation with qualified professionals. Legal and tax advice should be provided by the appropriate licensed professionals.
Start with a conversation.
A strategy call is designed to understand where you are, what you are trying to solve, and which areas of your financial life may need better organization.
No pressure. No obligation. The first step is clarity.
FAQ
Do I need to know exactly what I need before booking?
No. Many clients start with a general concern or question. The first conversation helps organize the issues.
Does HAYA only sell insurance?
No. HAYA educates across multiple areas of financial strategy. Insurance and annuities may be part of the work, but the broader purpose is helping clients organize major financial decisions.
Can HAYA help with wills, trusts, or pre-nups?
Yes. HAYA can help educate and coordinate around these topics. Legal documents will be prepared by our qualified professionals.
Do you provide investment advice?
HAYA provides financial strategy education and helps clients understand where investment decisions may fit into the broader plan. When specific investment advice is needed, we refer clients to our licensed financial advisor partners.
What happens after I book a call?
We’ll learn about your goals, identify the areas that need attention, and discuss the next best step.
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