Company Performance Metrics
The Hatlestad Group is an independent, fee-only wealth management firm that provides comprehensive financial planning and investment management services. The firm focuses on late-career executives, head-of-household women, and pre-retirees navigating retirement and other life transitions. Core services include cash flow and financial independence
planning, portfolio design and ongoing management, retirement and tax planning, risk management, and executive compensation planning. The Hatlestad Group also offers estate and legacy planning support, Social Security and Medicare decision guidance, and insurance analysis. Clients work through a structured planning process that covers discovery, plan design, and ongoing monitoring of portfolios and goals. Secure client technology portals give clients consolidated views of their accounts, financial plans, and key documents.
