Current Quarterly Note

 

Current Quarterly Note

Hogan Financial Management provides comprehensive, fee-only financial planning and portfolio management services to individuals and families.

We help clients get their finances organized, under control, and growing safely over time in a way that is comfortable and low-hassle for the client.

We invite you to:

Paula H. Hogan, CFPâ, CFA
Hogan Financial Management, LLC
250 West Coventry Court, Suite 202
Milwaukee, Wisconsin  53217
Tel. 414-352-9111
Fax 414-352-9016

 

Professional Alliance Brings Inflation-Indexed Defined Benefit Substitute to Individual Investors

  • Paula Hogan's involvement was central in creating an alliance between NAPFA and Hueler Companies to bring a competitively priced and inflation-indexed defined benefit pension substitute to individual investors. Read more....

 

Current Quarterly Note

  Bloomberg Wealth Manager: Paula Hogan is named to a national list of 50 Distinguished Women in Wealth Management (April 2008). In addition, Hogan Financial Management ranks as one of the nation's top advisory firms for the 4th year in a row. (July/August 2008)
  Medical Economics Magazine: Paula Hogan is listed as one of the 150 Best Financial Advisors for Doctors for the sixth out of six times.
  Financial Advisor: Paula Hogan is featured as one of the "bright lights who may lead the industry into the future". (June 2002)
  Mutual Funds magazine: Paula Hogan is listed as one of the "100 Top Advisors Coast-to-Coast for the second time in a row. (2002)
 

Current Quarterly Note

  -As seen in our recent informational ads in the Milwaukee Business Journal. Read more....

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Certified Financial Planner, Milwaukee, Wisconsin