Financial Advisor

Matt Haffemann

As a financial planner, my role is to help you direct your financial resources toward the goals that are most important to you.I strive to help all of my clients plan for their futures. I accomplish this each and everyday by putting their interests first.

Check the background of this investment professional on FINRA BrokerCheck.

Phone:
(608)-782-5293
Cell:
(715)-432-2571
States Insurance Licensed:
FL, IA, MI, MN, WI
Areas Served:
Central Wisconsin, Southwest Wisconsin, Southeast Minnesota.

Personal Life

I was born and raised in Merrill, Wisconsin but I currently reside in Onalaska, Wisconsin. I found my way to the La Crosse area to complete my Bachelor of Science degree in Finance at the Univeristy of Wisconsin-La Crosse. Prior to becoming a financial planner, but while completing my finance degree, I was an intern for the City of La Crosse in their finance department. I also was a junior associate at Mutual of Omaha during my last year of college. Upon graduating from the University of Wisconsin-La Crosse, I joined Mutual of Omaha Advisors as a financial planner. I have been with this firm for a number of years and serve many areas of Wisconsin and Minnesota.

Financial Planning Process

Step 1 – Introductory Consultation
  • I will listen to your concerns and goals and can help determine if a financial plan is right for you
Step 2 – Tell Your Financial Story
  • To help provide a clear understanding of your financial picture, we’ll review your key financial information. This information aside, the biggest driver of a financial plan should be your financial goals and objectives
Step 3 – Develop Your Plan
  • No two financial plans are exactly the same. I can craft a carefully constructed plan that addresses your financial goals and objectives, while taking into account your current financial situation
Step 4 – Present Your Plan
  • After the plan is developed, I’ll present it to you to make sure it addresses your needs
Step 5 – Act on Your Plan
  • Once you approve the plan, we will take the proper steps to put the plan in action
Step 6 – Live Your Plan
  • Your financial needs could change – and likely will – after your financial plan is developed. I’ll conduct regular reviews to make sure your financial plan continues to meet your current needs

Areas of Expertise

Below are my areas of expertise, which I will use to provide you with a customized plan for your specific situation.
  • Financial Planning
  • Wealth Management
  • Retirement Planning
  • Life Insurance Planning
  • Long Term Care Insurance Planning
  • Disability Income Insurance Planning
  • Estate Planning
  • Education Funding
  • Employee Benefits


Products I Offer

My Team

Learning Center

Highlighted Material

Retire with Confidence

Read the transcript

Indexed Universal Life Insurance: Help Meet Your Goals

Whether you’re planning for retirement, college, or a rainy day, it’s important to focus on the journey – not just the destination. To successfully plan for these milestones, it’s vital to figure out which tactics to use to reach your goal faster, safer or more effectively. One of the tactics many consider is life insurance […]

Read Article

Medicare Advantage vs. Medicare Supplement Insurance Policies – Which is Right for You?

Did you know that after you enroll in Medicare, there’s a few more steps to take? You still need to decide how you want to receive your Medicare benefits and whether you want to pay for additional coverage. Medicare (Part A and Part B) is where many people start, but this plan can leave you […]

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News & Updates

Our History

Listening to our customers for more than 100 years

The key to our longevity is simple.

You see, as a mutual company, we're owned by our policyholders. Which means we've been able to focus on listening to our customers, not Wall Street. It's a singular commitment that has drawn people to Mutual of Omaha for generations.

View Our Story

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