01. About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

02. Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.

03. Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

Our Services

Tax Planning & Preparation

With over 33 years of preparing tax returns, for all states, we have learned how to assist you in the management and planning for your taxes. We can assist you in legally mininizing your taxes while you are able to achieve your quality of your financial life.

Goal Review

We understand that life happens, and the changes aren’t always planned, which is why we regularly review your plan with you and adjust it when needed. Keeping your plan aligned with your priorities can help you stay on track to reach your financial goals.

Investment Management

Are your investments working for you? We have tools to analyze your current portfolio and help you understand if it’s helping you reach your financial goals.

Full Service List

Our Team

Over 33 years ago, I set out to help individuals and business manage their financial life by establishing a firms that...

Hasslacher Tax & Financial, LLC manages assets for individuals and families, providing investment management, and financial planning services.

Are You on Track to Meet These Common Planning Objectives?

The applications below help address investors’ greatest fear – If things go badly in the markets will I still be okay?

Stress Test Your Nest Egg

Spending in Retirement

(Will your nest egg last?)


Saving for Retirement

(Will you have enough if returns are below average?


Saving for College

(Are you using the right 529 Plan Strategy?



Nest Egg Guru makes client facing software to help financial advisors engage with and educate clients and prospective clients. The company was co-founded by J.R. Robinson and is the sister company to Financial Planning Hawaii.