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Traditional Values,
Innovative Services

Our experienced team is here to offer you ongoing financial guidance.

Understanding Today's Financial Environment

Understanding Today's Financial Environment

Welcome, we’re Hagar Investments, an independent, family owned investment firm located across the Nature Coast of Florida. For over 25 years we have been serving clients and establishing relationships built on trust and transparency. The Hagar Family believes in traditional values but knows the importance of utilizing innovative technology. We are a full service investment firm offering retail brokerage investing, fee only investment management, and insurance products. Building a solid financial plan shouldn't be stressful and we are here to guide you through times of uncertainty. 

Our licensed financial advisors have years of experience in financial services. Serving client's best interest is our priority and you will always reach your advisor and never a call center. Relationships matter most and our family has been building them in Florida for over 90 years. Give us a call or schedule a consultation below, we look forward to meeting you.

Investment

Investment

Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.

Retirement

Retirement

Where will your retirement money come from? A sound approach involves closely looking at potential sources of retirement income.

Estate

Estate

An effective estate plan can spell out your health care wishes and ensure they’re carried out – even if you are unable to communicate.

Insurance

Insurance

A sound insurance program can help protect your family from the financial consequences of life's unexpected events.

Why Regular Rebalancing Makes Sense

Why Regular Rebalancing Makes Sense

Without your knowing, your investment portfolio could be off-kilter.
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Spotting Credit Trouble

Spotting Credit Trouble

The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
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Critical Estate Documents

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.
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Download Our Estate Strategies: Critical Elements of an Estate Plan Ebook!

Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.