Gary Haack is a highly dedicated problem-solver, committed to providing his clients with seamless transitions from their working lives to retirement. His primary focus lies in minimizing stress and ensuring his clients maintain their desired standard of living throughout their retirement years. Gary specializes in helping individuals convert their retirement savings into a reliable stream of income, assuring that they do not outlive their assets.

With a strong emphasis on understanding the unique concerns of his clients, Gary addresses a range of topics including market volatility, inflation, potential tax increases, social security, Medicare planning, long-term care expenses, and legacy planning for both family and charitable organizations. If you find yourself within 5 to 10 years of retirement or are already 5 years into retirement, Gary can be the partner you need to navigate your retirement income planning needs and goals.

With over 25 years of experience working with Baby Boomers and Retirees, Gary’s expertise lies in the distribution phase of retirement. He excels in guiding individuals through the transition from accumulation to decumulation and assisting them in safely converting their savings into a reliable income source. Gary prides himself on his straightforward assessments and recommendations, valuing truth and honesty in his client interactions. He upholds the utmost standards of organization, dependability, accountability, availability, and trustworthiness when serving his clients.

As a fiduciary, Gary is bound by a fundamental obligation to act in the best interests of his clients. He provides investment advice with the sole purpose of benefiting his clients. By setting clear and realistic expectations, Gary ensures transparency in his approach. Witnessing his clients successfully live out their retirement income plans and achieve their financial goals is what drives his passion for his work every day. Throughout his 25-year career, Gary’s proudest achievement remains the number of clients who now enjoy comfortable retirements due to his guidance.

Gary graduated with a degree in Business Administration from Texas A&M University, and was also a First Team all-conference Tight End on the football team. While he misses the daily competition, he continues to find fulfillment in his hobbies, including hunting, fishing, cycling, weight training, and plenty of family time.