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Meet John Hagensen

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Today we’d like to introduce you to John Hagensen.

Thanks for sharing your story with us John. So, let’s start at the beginning and we can move on from there.
We work for people who are tired of the deceptive business practices notoriously represented in the financial industry. At Keystone, we work directly for you, not a broker dealer or fund company. If you are tired of suffering from greater risks, lower returns and higher fees, we can help.

Great, so let’s dig a little deeper into the story – has it been an easy path overall and if not, what were the challenges you’ve had to overcome?
The road has been bumpy for sure. I started out doing everything as it had been done for decades as a traditional financial adviser, working through a broker dealer and listening to my mentors who were seasoned, and successful in their careers. Through doing things “wrong” I became intimately aware that it could be better, and through that vision, Keystone Wealth Partners was spawned.

Tell us more about your business.
INTEGRATION
We believe financial planning consists of more than just investment management. That’s why Keystone Law Firm, Keystone Tax and Keystone Wealth Partners work together to build both your financial and estate plans to bring them into perfect alignment. Through Keystone Tax, we also have a full service tax practice with our CPA involved to help ensure your entire financial picture is efficient.

THE FIDUCIARY STANDARD
The financial fiduciaries at Keystone Wealth Partners are held to the fiduciary standard. What exactly does this mean to you? Simply put, we have a legal, moral and ethical responsibility to put your financial interests first, at all times.

ONGOING COACHING
The initial implementation of your financial plan is only the beginning. Like many areas of our life, the challenge is not in knowing the right thing to do, but rather maintaining the discipline to continue doing it over long periods. We are committed to providing ongoing coaching and information to help our clients maintain a level of discipline and financial confidence designed to last a lifetime.

Is there a characteristic or quality that you feel is essential to success?
Authenticity. In a social media crazed society where it is easier today than ever before to get information, it is more difficult to find the truth. I have never worried about what others would think, or whether I would make more or less money. Keystone was about being true to myself and true to what I believed would help hard-working Americans retire with confidence and clarity.

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