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SERVICES

Providing Everything You Need

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INVESTMENT ADVISING

  • LIFETIME PAYMENT STRATEGIES

  • COLLEGE SAVINGS PLANS

  • TAX / TAX-DEFFERED ACCOUNTS

  • ROLLOVER IRA

  • TRADITIONAL IRA

  • ROTH IRA

  • SEP IRA

  • SIMPLE IRA

  • INHERETED / BENEFICIARY IRA

  • 529 PLANS

FINANCIAL PLANNING

  • RETIREMENT PLANS

  • 401(K) MANAGMENT

  • 403 (K) MANAGMENT

  • ESTATE PLANNING & TRUST

  • BUISNESS, TAXED, & ESTATE PLANNING

  • FIXED & VARIABLE ANNUITY (when appropriate)

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Contact

1512 Lake Air Drive

Suite 110

Waco, TX   76710-2973 

254.741.1005

hap@hapinvestments.com

All Investment Advisory Services are provided by Waterloo Capital d/b/a Hap Nielsen Investments, an SEC Registered Investment Adviser. Registration with the SEC does not imply a certain level of skill or expertise. Hap Nielsen Investments is not affiliated with Waterloo Capital. Additional information about Waterloo Capital d/b/a Hap Nielsen Investments, is available in its current disclosure documents, Form ADV Part 1A, and Form ADV Part 2A Brochure, and Client Relationship Summary, which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov. Waterloo Capital does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.

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