Independence

As an independent firm, Haire Bohmer offers no proprietary products. Instead, we are able to provide unbiased investment recommendations that integrate a broad range of investment products, including domestic and foreign securities, annuities and other tax-sensitive investments and mutual funds. By specializing in objective advice for accumulating and managing personal wealth, we are best able to serve our clients by understanding their financial goals and offering impartial solutions to the challenges of wealth accumulation and management.

We are proud of our association with America’s Number 1 independent brokerage firm, Linsco/Private Ledger. LPL carefully selects the firms with which to partner and stringently audits practices and procedures annually. As representatives of LPL, we have access to the tools to best serve our clients

• LPL provides us with access to thousands of individual securities and forms alliances with the nation’s leading providers of investment and insurance products.
  
• Through LPL’s impressive research department, we benefit from their state-of-the-art, technology-based tools and in-depth personal interviews to monitor open-end mutual funds.
  
• LPL conducts first-hand reviews of individual equities, develops model portfolios for asset allocation strategies and recommends third-party investments appropriate to each strategy.
  
• As representatives of LPL, our firm is proud to carry out their commitment to independence, excellence and the simple premise that achieving your financial goals requires:
  
  • Solid, unbiased advice
    
  • Meaningful, timely information and research
    
  • Easy access to value-added investments and service
    
  • Unparalleled customer service