The Hagen Story

Built for the Sandwich Generation

Most people don’t plan to become the family safety net; it just happens. One day you’re building a career, saving diligently and working toward your financial goals. The next, you’re coordinating care for an aging parent while raising your kids, or navigating the challenges of co-parenting after a divorce, or dealing with an unexpected health event. The demands stack up. Expenses rise. The financial security you’ve worked so hard to build is quickly eroding before your eyes…

Welcome to the “sandwich generation,” a period of life when many people find themselves sandwiched between two generations that both need support: their own children and their aging parents. You may find yourself providing care, time and money in both directions at once – helping with your kids’ expenses, education or housing, while also coordinating medical care, daily living assistance for financial support for your parents.

At Hagen Advisory, we understand. This season of life is demanding, both emotionally and financially. However, it’s not permanent. We help clients navigate the challenges of midlife with clarity and confidence, with a focus on maintaining a strong financial foundation that remains intact on the other side.

We support you so you can keep showing up for the people who need you, without sacrificing your financial future in the process.