Tax & Investment Plans
An Independent Firm

Services

Full brokerage services are available through Raymond James Financial Services, Inc. (RJFS), a wholly owned subsidiary of Raymond James Financial, Inc. We are pleased to have the support of RJFS and the Raymond James Financial home office, where specialists in virtually all areas of brokerage, investment banking, a trust company and a bank have collected their talents through one parent holding company. We direct that support to the benefit of our clients, adhering to the RJFS Service First Principles established in the RJFS Client Bill of Rights.

The supports available to our office are not restricted to RJFS/Raymond James. We also work in fee-for-service relationships advising on matters such as business structures, federal taxation planning, estate planning, and consultative advice for tax and investment services through our registered investment advisory firm - "Tax & Investment Plans." Please be aware that all tax and legal advice is provided as a service of Bill Haas and not as a service of Raymond James Financial Services Inc.

Throughout the past thirty-one years, the contacts established in securities, insurance, law, and accounting, and the national network of estate planning and fringe benefit attorneys (of which Mr. Haas is an active member) have provided invaluable assistance and ongoing education.

These contacts are deemed essential in delivering the quality of assistance afforded to the individual and small business by our office.

• Asset Allocation - Asset allocation versus diversification - what's the difference?
• Asset Management - Discover the benefits of professional asset management.
• Estate Planning - Trust services for the preservation of assets and the fulfillment of wishes.
• Financial Planning - Your financial future is important. Don't trust it to just anyone.
• Mutual Funds - Your purchasing power at work.
• Retirement Planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
• Stocks - How do stocks fit into my financial plan?
• College Planning - What will it take to deliver the dream?
• Bonds - Are bonds right for you?
• Mortgage Center - Innovative residential financing options for our investor clients.
• Identity Theft - The more you know about identity theft, the better you can protect yourself.
• 401(k) - What to expect from your 401(k) advisor.
• Insurance and Annuities - Preparing for the unexpected may start with quality insurance alternatives.

20 Trafalgar Square
Suite 430
Nashua, NH 03063
Phone: 781-861-9720
Fax: 781-240-0361

15 New England
Executive Park Drive
Burlington, MA 01803
Phone: 781-861-9720
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