Bruce Hagan
  • Home
  • About
  • Client Services
  • FAQ
  • RBC
  • Contact
  • Broker Check
  • Form CRS
Bruce Hagan
  • Home/
  • About/
  • Client Services/
  • FAQ/
  • RBC/
  • Contact/
  • Broker Check/
  • Form CRS/
Bruce Hagan

We are a full service financial planning firm that serves the North Florida area.

Bruce Hagan
  • Home/
  • About/
  • Client Services/
  • FAQ/
  • RBC/
  • Contact/
  • Broker Check/
  • Form CRS/

Client Services

Our focus is on creating a financial plan that fits your needs, both today and in the future. We use the best financial products and services available through Lanark Financial. Listed below are just a few of the topics on which we provide advice, products and services.

 

Retirement Planning

  • Employer sponsored plans

  • IRAs

  • Annuities

  • Business Retirement Plans

Personal Finance 

  • Budgeting and maintaining cash reserves

  • Planning for life events

Investment Planning

  • Stocks and bonds

  • CD's, Mutual Funds, ETF's

  • Designing and Managing your portfolio

Estate Planning

  • Creating and preserving a family legacy

  • Charitable giving

 

3116 Capital Circle N.E., Ste. 10
Tallahassee, FL 32308

T: 850.386.1112       |       F: 850.386.6669       |       E:  bruce@brucehagan.com

The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Lanark Financial, Inc., Member FINRA/SIPC. Advisory services offered through Lanark Financial, Inc., a Registered Investment Adviser. Lanark is under separate ownership from any other named entity.

This site is published for residents of the United States only. Registered Representatives of Lanark Financial, Inc. may only conduct business with residents of the states and/or jurisdictions in which they are properly registered.