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Meet NAEF's Consultants

“We all strive to live life on purpose, and for Associations, this means staying true to the mission. The Haney Company offers Associations financial services solutions, guidance, and advice based on decades of experience and the highest level of personal attention. As the only financial services firm owned and operated by not 1, but 2 Certified Association Executives, our clients can be assured we don't just understand financial services and insurance, but we share a unique understanding of Associations and the day-to-day challenges Association professionals face. We know associations and their members and want to support you in delivering a superior membership experience. Good financial advice can be the key to achieving your mission and life goals. We empower our clients to live enriched lives and not be held captive by financial stress. I guess you could say we are in the human transformation business!”



The Haney Company serves NAEF and its Board as consultants. As a firm uniquely specialized in Associations, they provide advice and guidance under an annual contract. Their services include:

Needs Analysis


  • Analyze participant data to diagnose overall plan health

  • Assess understanding the importance of retirement savings as a part of the broader benefits package

  • Monitor industry trends & recommend changes

Insurance & Investment Strategies


  • Help employees protect themselves

  • Promote investment diversification

  • Conduct regular meetings to assess overall status of the investment program

Employee Education


  • Explain insurance & retirement plan benefits and review options for employees

  • Provide education for employees on financial wellness, retirement readiness, and a variety of financial topics



 Allen Haney Photo

Allen Haney

CPCU®, CLU®, ChFC®, CASL®, ChHC®, FASAE, CAE


 Brian Haney Photo

Brian Haney

CLTC, CFS, CFBS, CIS, LACP, CAE


Scott Haney Photo

Scott Haney

LUTCF®, IOM, CPCU