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.

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