The first couple of years were a learning curve. I was meeting with anyone who’d see me, trying to figure out what people actually needed and how to put real solutions in front of them. Once I got past that curve, the work became fun. I could see the wins. I could see families getting somewhere.The moment it stopped being a job for me came a few years in. I had a client pass away early — far too early — and because of the work we’d done together, his family was able to keep moving forward. That’s when I understood what this work was actually for.Today my practice spans the country. I’ve got clients in Georgia, Florida, Texas, Iowa, Michigan, California, and Oregon, and right here in the Phoenix area. My youngest client is 18 and my oldest is 91, with everybody in between. What I do day-to-day is keep people informed — about their own changing lives, about what’s happening in the markets, and about how those two things connect. People shouldn’t be in the dark about their own money.I’ll tell you what I believe. A lot of people weren’t taught how to think about money. Money is a tool. And most people were never shown how to use it. That’s what I wish more people understood, and educating them is my mission. The most meaningful part of this work, for me, is telling people the truth and helping them understand what they have — whether or not it leads to anything else.On the credentials side, I’m licensed in life, health, and property and casualty insurance. On the securities side I hold the Series 6, 63, and 26, which makes me a registered principal. I’m also a Registered Financial Consultant and a Securities and Finance Consultant, and I hold a graduate degree in financial management that I earned during my Navy years.Outside the office, my family is the center of everything. My wife and I just hit 47 years of marriage. We have three kids, five grandkids, and three great-grandchildren. The youngest just turned a year old. My great-grandsons are 17 and 18. Building a legacy for all of them is what gets me up in the morning. That’s the long view.We live in a gated community in Litchfield Park. I drive a bright red Cadillac XT5 — my wife is not a fan of the color, but I love it. Comfortable car, good ride, head-turner.Saturdays I’m usually doing training or helping out at my daughter and granddaughter’s store. Sundays are reserved for my wife. We attend Christ’s Church of the Valley at the Avondale campus, where I serve as an usher. Tuesday nights I teach Bible study. I’m also a financial coach, which is just another version of the same mission — meeting people where they are and showing them how this stuff actually works.When I’m not with family or in the office, I’m reading. Voracious reader. Business journals to stay sharp, and fiction — adventure and suspense — to clear my head.The best stretch of our family’s life was when I was stationed at the Philippines Naval Hospital in Subic Bay for five years. We traveled around Asia. We got to know people at a different level. My kids saw real poverty up close — and they came out of that with a servant’s heart that they’ve carried ever since. I’d take that experience over almost anything.If a client tells someone about me, what I’d want them to say is simple — that my whole purpose is to educate people on what they have, where they can go, and what’s actually possible.I try to live by an old rule, with one small adjustment. Do unto others as you’d have done to you — and make sure you help them.I’m Bill Haight. If anything you’ve read here sounds like where you are or where you want to be, let’s talk.
