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Your Investment Guide

Hap Nielsen Investments believes there are times to take advantage of the market environment and times when the priority is simply to avoid market risk, thus a flexible approach to investing is needed. Keeping with this, the next step forward must reach beyond asset classes to also encompass a mix of investment approaches.

Hap Nielsen Investments utilizes turnkey asset management programs and select insurance products to oversee most of our clients’ accounts. By using some of the finest investment platforms and insurance companies available through ever expanding technology, the firm is free to focus its efforts on serving you, the client.

Hap Nielsen Investments is located in the Heart of Texas in the city of Waco. With 20 years of experience, we serve clients throughout Texas and beyond. We see our position as your investment guide as a sacred calling.  Contact us today to learn more about our services and to set up a no cost, no obligation meeting.

Helpful Content

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.