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