The Best Is Yet To Be
At Hartmann Financial Advisors, we act proactively and plan for the long term. We foster relationships of trust with our clients, educate them on their investment decisions, and walk with them every step of the way. We want you to live your fullest life, no matter where you stand today.
The knowledge that your basic living expenses, health care costs, and charitable objectives are fully covered gives you the freedom to enjoy retirement without being concerned about whether you can truly afford to do so.
Proper planning gives you hope that, when it comes to your retirement years, the best is yet to be!
01. About Us
We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.
02. Our Philosophy
As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations.
03. Our Process
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.
Our Services
If there’s one thing certain about life – it’s the uncertainty that living it brings. The best laid plans can sometimes come to naught! Even though you may think you’ve covered all the bases, life sometimes has a funny way of throwing you a curveball when you least expect it. Luckily, while you can...
Long before retirement even hits our radars, we’re planning what type of education, skills training and professional designations we’ll acquire. We also spend a lot of time planning which industries are the best place to work in, and which employers to work for. Once employed, we carefully...
For some people, financial planning is mainly concerned with how best to go about building a nest egg, and how to make it last through retirement. But for many, there is a desire to ensure their estate delivers benefits beyond their own retirement, and produces a lasting legacy even after they have...
It’s said that only two things are certain in life: Death…and Taxes! And while there’s not much you can do to avoid the former, with prudent planning and foresight, there’s a lot you can do to minimize the later. However, similar to planning that goes into living a happy and fruitful life, a well...
While many of us don’t realize it, we are constantly engaged in subconscious acts of investment planning. We plan how we can best invest the limited time we have at our disposal. Would the 2-hours we have best be spent visiting a friend at the hospital, or would it be better invested, say, by taking...
When you are young and just starting a professional life, retirement might be the last thing on your mind. However, if you ask any retired person, or someone entering retirement, what advice they would give you about planning for that day, chances are they’ll say: Start as soon as you can! Why...
Founder
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President and founder of Hartmann Financial Advisors, LLC, Don has more than 37 years of experience in financial services and currently holds Series 7...
Director of Investment and Insurance Services
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Vint started his financial services career right after college in 1995 with Ameritas Financial Services. In 1997, Vint began a similar endeavor with a...
Directer of Operations
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With more than 30 years of experience in office management and administration, as well as a strong background in accounting and bookkeeping, Katherine...
Having many years of experience in office administration and management, including running her own word processing firm for seven years, Anita is the...