CONNECT

Address:

Amy Schlager
Don O'Donnell, CLU

Phone:

Amy: (503) 243-4301,Don: (206) 728-2400

Ian Ha

Ian Ha

Financial Consultant

Retirement Planning Specialist

At Retirement Group

As a  Retirement Planning Specialist with AXA Advisors I provide Wealth Management and Financial Advice to families, executives, and business owners.  Whether you're looking for Wealth Accumulation or Protection of your Current Assets, taking a strategic approach to your financial picture is critical.  My Clients include Wealthy individuals and families with complex financial needs, Senior Executives, and Medical Professionals.

I help my Clients meet their financial goals through the following strategies:

•Personal Financial Planning

•Retirement Planning

•College Education Planning

•Estate Planning Strategies

•Strategic Asset Management

•Tax Advantaged Investment Strategies

I maintain the FINRA registrations Series 24, 7, and 66 as well as Life and Health Insurance licenses.  I was awarded membership in the prestigious Million Dollar Round Table.  "MDRT" is a distinguishing career milestone, attained only by those who have demonstrated exceptional knowledge, experience and client service.  I also maintain my credential as a Retirement Planning Specialist from the Wharton School of the University of Pennsylvania.  My outside interests include competing in CrossFit as crossfit level 1 trainer and being a volunteer to various charities and nonprofit organizations.

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone 206-956-6282
Fax 206-956-6202
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck