Freedom. Fulfillment. Love.
We help secure your future not only through wealth accumulation but by building a life of financial freedom and fulfillment. You’re taking care of you, your business and the ones you love.
Aha! Financial helps you acquire financial security. We take you from where you are to where you want to be.
The future you desire will not happen by chance or circumstance. Creating that future starts now.
Plan and invest for the future you want.
Don Gottfried is a seasoned financial advisor with over 15 years of experience in the wealth management sector.
With a distinguished track record, Don started Aha! Financial to work with and help a wide variety of individuals and families in need of financial advice.
Are your wealth and financial goals clear?
Aha! Financial enjoys working with individuals and families to help be sure that you're protected and prepared for everything life may throw at you!
From employee benefits to succession planning, Aha! Financial would like to be your trusted financial advisor to help ensure the success of your business.