Richard "Dick" Hagan


    Focus: Insurance Strategies, Business Owners

    Languages: English

    BUSINESS PHILOSOPHY

    My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

    PRODUCTS AND SERVICES

    • Fixed and Variable Annuities
    • Charitable Giving Strategies
    • Disability Income Insurance
    • Estate Conservation Strategies
    • Education Funding Strategies
    • Health Insurance
    • IRA Consolidation/Rollovers
    • Long-Term Care Insurance
    • Mortgage Protection (through life insurance and disability income insurance)
    • Lump Sum Pension Distribution
    • Medicare Supplement Coverage
    • Pension Payout Alternatives
    • Pension Transfer/Rollovers
    • Mutual Funds
    • Tax Sheltered Annuities, 403(b) Plans
    • Term Insurance
    • Universal Life Insurance
    • Variable Universal Life Insurance
    • Whole Life Insurance
    • Stocks & Bonds
    • Managed Accounts
    • Wealth Management Services

     QUALIFICATIONS

    • Licensed to sell Life Insurance in WI, IL, TX, AZ, FL and NC
    • Registered Representative of MSI Financial Services, Inc.
    • Investment Adviser Representative of MML Investors Services, LLC.
    • Series 6, 7 and 63 licenses

    PERSONAL

    • Lifetime resident of Wisconsin
    • Lives in Wauwatosa
    • Family: Spouse Gayla and four children Brandon, Grace, Ty, and CJ.
    • Hobbies: Outdoor Activities and Farming

    ORGANIZATIONS

    • Member of St. Pius X Parish

    See Richard’s Licenses and Disclosures

    Contact Richard

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    Financial Solutions Group Wealth & Risk Management Services

    Main Office

    9000 West Chester Street Suite 100
    Milwaukee, WI 53214-1372

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    L0716471824[exp0817][AZ,FL,IL,TX,WI]