Positioning Clients to Potentially Benefit from Innovation

Havard Financial Group, a leader in retirement, college, estate planning, and wealth management, is updating its focus to include investments in sectors forecasted to grow. This evolution aligns portfolios with the rapid pace of innovation.

Prosper, TX 02/14/2024:

Havard Financial Group is evolving its investment approach in 2024 to incorporate sectors forecasted to grow, including AI, robotics, cloud computing, and cybersecurity. The shift stems from sizable growth predictions in these areas.

Rick Havard, a 30-year veteran at Havard Financial Group, sees possibilities within these sectors. "The expected expansion in these technologies is an exciting trend with potential," Havard says. "We aim to position clients to potentially participate in the growth trajectories of these dynamic, innovative sectors."

Havard Financial Group will carefully select companies well-positioned to benefit from technological progress. By investing in firms leading in AI, robotics, cloud computing and cybersecurity, the firm intends to provide portfolios aligned with innovation.

About Havard Financial Group:

Havard Financial Group provides retirement planning, college planning, estate planning, wealth management, and personalized investment strategies. With a focus on innovation and dedication to client success, Havard Financial Group helps navigate complex finances to work toward optimal outcomes.

There can be no assurance that an investment or strategy will be successful. The information and opinions in this document, including statements concerning financial market and industry trends, are based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.

HAVARD FINANCIAL GROUP

Richard " Rick" Havard

Financial Advisor

Havard Financial Group

1002 Marble Heights Dr, Suite 101 Marble Falls, TX 78654

1-972-839-4234 cell

1-972-544-5208 TEXT

1-214-295-9763 office

[email protected]

Securities offered through Calton & Associates, Inc.

member FINRA/SIPC, a Registered Investment Adviser.

Havard Financial Group is not owned or controlled by Calton & Associates, Inc.