Our services

Tax Strategies
  • Maximizing Tax Deductions
  • Income Shifting Between family members
  • Municipals
  • Roth Conversions
  • Securities Line of Credit
Retirement Planning
  • Identifying needs in future dollars
  • Setting up IRA's and other plans
  • Rollovers and lump sum distributions
  • SEP and SIMPLE plans
Employee & Executive Benefits
  • Evaluating current retirement plan
  • Qualified 401(k)s & profit sharing plans
  • Defined benefit
  • 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
  • Stocks & bonds
  • Mutual funds, ETF's & money markets
  • Annuities
  • Separately managed account (SMA)
  • REITS, partnerships
  • Private Equity & Private Debt
  • Alternatives
Estate Planning
  • Proper management of family assets
  • Corporate Trust management
  • Wills, living trusts, foundations, and more
  • Minimize probate expense & taxes
Risk Management
  • Life insurance
  • Disability insurance
  • Long-term care
  • Health insurance
  • Dental & Vision
  • Medicare
Real Estate
  • Real Estate 1031 Exchange
  • The 721 Exchange, or UPREIT
  • 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


Hartfield Financial & Insurance Services, Inc., (HFIS Advisors), a Leader in Investment Management and Insurance Planning, is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies.

As a Fiduciary and Registered Investment Advisor, we specialize in asset allocation and custom portfolio design while offering unparalleled service and support.

More Information

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