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Hartman Investment Group logo with blue bull head icon

Hartman Investment Group

Our Services

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

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