Philosophy

At Hartman Financial, Inc., we believe in the power of individual choice. After all, that is the very foundation upon which our firm is built on.

When you deal with a larger Wall Street firm, you don't necessarily get that choice. While many big-name firms offer quality investment products, they can also be driven more by their firms' business growth goals. Too often they have hidden agendas and put their self interest first by promoting their firms proprietary products. We don't think that's the right way to do business.

Our philosophy is simple. We are relationship-driven, focused on providing personalized service to our business and individual clients.

Our role is to help our you gain control over your present and future personal financial situation. Unfortunately, people often view financial planning as too complex a concept to pursue. As a result, they risk pursuing all of their financial goals on their own and even take unnecessary risks with their investments.

Our approach is simple. We take the mystery out of investing and planning by guiding our clients through the process. We listen. We guide you in setting realistic goals. Our objective is to help you get the most out of every dollar. With a well-defined, customized strategy, we can assist you by providing specific recommendations designed to help you pursue all of your financial goals. Our job is to make your life easier and less complicated, saving you precious time and money.