At Hartman Investment Group, we provide expert assistance in the following areas: 

INVESTMENTS

  • Stocks
  • Bonds
  • Municipal bonds
  • Mutual funds
  • ETFs
  • UITs
  • Traditional IRAs
  • Roth IRAs
  • Simple IRAs
  • SEP IRAs
  • 401k rollovers
  • IRA rollovers
  • Fixed/Indexed annuities
  • Variable annuities
  • 529 Plans

FINANCIAL PLANNING

  • Free portfolio review
  • Individual stock management
  • Retirement planning
  • Business planning
  • Tax minimization plans
  • Estate planning
  • College planning
  • Charitable giving
  • Profit sharing planning

INSURANCE PLANNING 

  • Life insurance
  • Life insurance retirement planning
  • Long-term care
  • Disability/critical illness