Our services

Tax Strategies
  • Maximizing Tax Deductions
  • Income Shifting Between family members
Retirement Planning
  • Identifying needs in future dollars
  • Setting up IRA's and other plans
  • Rollovers and lump sum distributions
Employee & executive benefits
  • Evaluating current retirement plan
  • Qualified 401(k)s & profit sharing plans
  • Defined benefit
  • ESOP & ESPP
  • 529 plans (college savings)
  • Section 125 (flexible spending accounts)
  • Section 79 & custom designed group life
  • Deferred compensation, other non-qualified plans
  • Executive bonus voluntary deferral plans
Investments
  • Stocks & bonds
  • Mutual funds & money markets
  • Annuities
  • REITS, partnerships
estate planning
  • Proper management of family assets
  • Wills, living trusts, foundations, and more (by referral)
  • Minimize probate expense & taxes
risk management
  • Life, health & disability insurance
  • Long-term care
real estate referrals
  • Agents
  • Financing
professional services network investment banking
  • Valuations
  • Continuation planning
  • Exit strategies
  • Mergers & acquisitions
business line insurance
  • Property & casualty
  • Medical
  • D & O and E & O

Welcome

Hartfield Financial & Insurance Services, Inc., (HFIS), a Leader in Financial Services and Insurance Planning, is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. We specialize in asset allocation and custom portfolio design while offering unparalleled service and support.

More Information

If you would like Tom to contact you regarding your specific situation, please email Tom at tom[@]hartfieldfinancial.com