Sierra Vista, AZ N Commerce Dr Office

Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, offering portfolio management alongside comprehensive and project-based planning that covers retirement, tax, estate, college savings, cash flow, and risk management. The firm manages client accounts on a discretionary basis (approximately $105 million as of July 2026) and advises on stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities.

The firm constructs client-specific investment policies and target asset allocations and emphasizes passive investment management—using index mutual funds and ETFs to build diversified, tax-efficient portfolios—while also employing fundamental, technical, cyclical and charting analysis as part of its decision framework. Account supervision is discretionary and guided by clients’ stated objectives, risk tolerance, tax considerations, and regular reviews.

Noteworthy aspects include an affiliation with an accounting firm, with principals referring clients between the adviser and the CPA practice without receiving referral compensation, and a practice of coordinating estate and tax work with third‑party scriveners or attorneys when requested. The firm also offers educational seminars and speaking engagements and discloses ancillary revenue sources such as YouTube ad revenue and book sales, features that are less common among peers of its size.