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Why Choose Hartman Financial Planning?

We're Financial Planners that...

... plan based on YOUR values.
... create a strategic plan with your goals.
... don't take commissions.

Independence and Flexibility

Hartman Financial Planning is not affiliated with any bank, brokerage firm or insurance company. As an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner.

We do More than Just Investment Management

We will help you get your finances in order including developing a sustainable budget together, if needed.

We can provide an overall financial plan reviewing all areas of your finances, A la Carte advice for a specific need such as IRA rollovers, does that annuity I'm being sold really make sense, or just a second opinion. We continue to advise and coach you on a regular basis, if desired, to ensure that your plans stay on track.

Conflict Free - Think of us as your buyer’s agent

We do not sell products, nor do we receive any commissions or third-party referral fees. The Fee-Only, hourly-as-needed structure bolsters flexibility and objectivity. We are a Fiduciary. We place your interests above all others and make recommendations that are the best for you, not for the firm or broker that sells the products

Our Philosophy
Who We Are

Tel: 888-3OPTION  (888) 367-8466 or (661) 505-8437

 

 

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  Money Makeover ColumnClick here to read how Brad Hartman helped two families plan their financial futures

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