Customer Appreciation Event Gallery
With more than 12 years of experience in the financial services industry, Gary Haack thrives at maintaining strong and effective management of his individual clients’ financial goals. As an independent financial advisor with LPL, he continues to implement and manage large retirement plans, and has the ability to be completely objective in recommending the products and services that are designed to meet client needs.
 
To take advantage of all available opportunities, investors need two things: an understanding of which investment products are most appropriate for their situation and a relationship with a trustworthy representative who has a clear understanding of their needs.
 
Working for both individuals and businesses, Gary maintains a constant commitment to putting client goals first. He remains in contact with his clients throughout all market conditions, and making investment adjustments as economic or lifestyles conditions warrant. His only requirement from his clients is that they meet with him at least twice a year to review their accounts.
 
As a full-service financial consultant, Gary offers clients access to an assortment of top-quality, non-proprietary investment choices. The list of products and services offered to Gary’s clients include:

•  Tax-advantaged investing – to potentially reduce your tax liability and let more of your money work for you
• Retirement planning- to design an investment strategy to help you work towards   your retirement goals,
• Investment portfolio analysis – to keep you informed of how your investments are performing, and to make adjustments as needed,
• Estate planning – for preservation of wealth from generation to generation,
• Strategic Asset Management (SAM)* – providing you with fee-based asset management through LPL Financial, a Registered Investment Advisor. With access to over 3,500 mutual funds, as well as individual stocks and bonds,
• International Investments/Off Shore,
• College planning,
• 401k plans,
• SEP Plans,
• 457 Plans,
• Business succession planning,
• Cash flow analysis
• Health Insurance*/Wellness Programs (*Health Insurance not offered by or affiliated with LPL Financial)

Gary is an active member of Community Bible Church, Stone Oak Rotary Club and the San Antonio Chamber of Commerce.  He is married to his wife Susan, is the proud father of two children along with one grandson.

* Securities and advisory services offered through LPL Financial. Member FINRA/SIPC
The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following state: Texas.
 
 Call Gary Haack tollfree at 1-866-408-0707