From our Family to Yours! 2018!

2018!

As one of our most valued clients, we appreciate you collaborating with us and want to share our philosophy and how we work with you. Thank you for your business and the professional introductions that you shared with us last year.  

 

Team Mission & Vision Statement

Hawkins Laakso Wealth Management (HLWM) Mission Statement:

 

HLWM serves successful individuals, entrepreneurs, and families across the country on a referral only basis.  We are a talented and dedicated team that our clients count on for wealth management strategies, and ongoing planning and guidance.  Our goal is to always put the client first and in return, have the most loyal clients in the financial services industry.

 

Hawkins Laakso Wealth Management Vision Statement:

 

The HLWM experience and our “Wealth Management System” are the differentiators that we deliver to our clients.  We care for our clients like we treat our most loved family members.                                                                                                                 

 

HLWM Experience

 

HLWM clients enter our office with confidence and trust, and have the experience of being cared for and highly valued, as we welcome them to our team environment.  We treat our clients' money, as we would want our money to be treated.  Everything we do for the client is handled as if someone's life depends on it.  Clients feel pampered, and trust that we are the very best at what we do, which is:

 

  1. Compiling full financial plans to assess their current situation and goals.
  2. Helping them as they manage their assets (setting up accounts, shepherd the asset transfer process, ongoing maintenance).
  3. Conducting phone and in-person reviews for all managed money clients.
  4. Conducting financial plan updates annually.
  5. Being a resource for our clients for all their financial needs.

 

During the entire client process, we are the best at follow up. Our clients feel informed and are always aware of what we are doing for them. There is never a question of what we are doing or where we are in a process.  We are professional with clients that are busy, considering every way to make doing business with HLWM an easy, world class experience.

 

We are a referral only practice.  This is what we tell our existing clients at every review and is what we share with our prospective clients that are referred into the practice.  This is our focus. The opportunities to grow our practice are focused on the client experience, repeatable onboarding system and a consistent review process. Our wealth portal, JoinMe, Broadridge reporting, and AXA.com are how our clients connect to the practice through collaboration and ongoing dialogue.

 

The planning process from beginning to review will feel seamless to our existing and referral relationships. Our investment strategy, plan development and implementation can be cost effective and timely to help our clients reach their goals.

 

Our review of client investment allocations will demonstrate our knowledge, focus and the value that our clients seek.

 

Ultimately, we want our clients to feel proud that they made a difference in the lives of those closest to them, by referring them to a team that will have their very best interest in mind.

 

Thank you!

 

We want to thank you for being a part of our Hawkins Laakso Wealth Management family. While some of you have worked with us for decades and others have only recently entrusted us with their financial well-being, we want you to know that we care deeply about each of you, your futures, and those of your loved ones, and we will always be here for you for all that life has instore. We value your loyalty greatly and thank you for your trust in us!

 

 

Securities offered through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Investment advisory products and services offered through AXA Advisors, LLC an investment advisor registered with the SEC. Annuity and Insurance products offered through AXA Network, LLC. Hawkins Laakso Wealth Management is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network. AXA Advisors and AXA Network are affiliated companies and do not provide tax or legal advice.  PPG-132789(01/18)(exp.01/20)

From our family to yours!

Contact Info

  • Phone: 713-402-6421

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