The Team

Haag Wealth Management Group
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Mark Haag

Mark Haag

Private Wealth Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Insurance

Education

Florida State University, Tallahassee, Florida, Bachelor of Science, Business/Management

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Our Staff

Laura Haag

Paraplanner

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Qualifications

  • Series 7
  • Series 66
  • Life, Health and Variable Annuities License
  • B.S. from Florida State University

Alexia Haag

Administrative Assistant

Carolynn Wotring

Administrative Assistant