Leaders in financial services & insurance planning
Hartfield Financial & Insurance Services, Inc., (HFIS Advisors) has over 25 years of leadership in the investment management industry.
independent investment advice
Our group offers a vast menu of investment and insurance options through Hartfield Financial & Insurance Services, Inc (HFIS Advisors). HFIS Advisors is a Fiduciary and an Investment Advisor registered with the State of California. Financial Planning and Advisory services offered through HFIS Advisors, an independent full-service Advisor comprised of a team of professionals with extensive knowledge, skills, insight and ingenuity.
Thomas J. Hartfield - an experienced, dedicated, financial professional
Thomas J. Hartfield, President of HFIS Advisors, is an Investment Advisor Representiative and Fiduciary and an accomplished veteran in the field and has been recognized as a leading financial professional.
financial planning architects - custom built plans
A specialist in asset allocation and portfolio design, Mr. Hartfield customizes every financial plan, tailoring them to fit each client's specific needs. A well-defined investment plan is critical to help a portfolio realize its full potential.
specialists in retirement planning & corporate benefits
HFIS Advisors keeps on top of current retirement planning rules & regulations for both qualified and non-qualified retirement plans, plus works closely with human resources teams to provide the optimum benefit packages for companies and their employees.
tax planning & tax advantaged investments
Providing tax projection models for both the present and future, HFIS Advisors can work closely with a client's tax professional to help keep taxes to a minimum.
in-depth reviews and website views
Utilizing leading edge software & technology, HFIS clients receive in-depth financial reports that include a personal financial statement, investment strategy detail, asset/liability analysis, education planning and more. Clients can meet one-on-one with Mr. Hartfield, and through HFIS Advisors partner's web site can also view their Investment accounts.
educational seminars for clients & community
HFIS Advisors offers frequent programs regarding current economic, investment and tax-issues. Mr. Hartfield is frequently requested to speak on topics including; planning for retirement, financial planning, social security & medicare, women and money, and the economy and markets.
a network of professionals
Hartfield Financial & Insurance Services, Inc features an experienced team, plus makes referrals to outside attorneys, CPAs, Investment Bankers, Money Managers, Real Estate Experts and others as needed.
an optimum environment for investors
Utilizing the full resources of HFIS Advisors we can offer clients the strength and depth of the larger financial institutions, yet provide the personalized service and hands-on support of a smaller more intimate firm.
Get Acquainted with Thomas J. Hartfield and Hartfield Financial and Insurance Services, Inc.
Thomas J. Hartfield is the President and Founder of Hartfield Financial and Insurance Services, Inc (HFIS Advisors) and has been successfully helping clients meet their long-term financial goals for over 25 years. HFIS Advisors has built a name for itself as a trusted leader in Financial Services and Insurance Planning.
Hartfield Financial and Insurance Services, Inc prides itself on offering a highly customized approach to investing with comprehensive financial plans, access to thousands of investment products and a network of experienced accomplished professionals. As an independent company, Hartfield Financial and Insurance Services, Inc offers a vast menu of financial products & services, unbiased investment advice and has the ability to partner with other accomplished financial service providers.
Providing a complete menu of financial services, over the years clients have put their trust in HFIS Avisors to set up Tax Efficient Financial Plans, Qualified & Non-Qualified Retirement Plans, IRAs, Education Savings Plans (529), Living Trusts, Estate Plans and much more. Committed to building long-term relationships with clients, Hartfield Financial & Insurance Services, Inc offers in-depth frequent reviews, educational workshops, plus service and support that is among the best in the industry! As a result, the HFIS Advisors client base has grown to include a great number of highly successful professionals and business leaders. As specialists in retirement planning regulations and employee benefit programs, Hartfield Financial & Insurance Services, Inc has also built an impressive list of corporate clients.
Mr. Hartfield upholds a proactive hands-on approach to his practice, staying in-touch and involved with his clients and the communities where they reside. Over the years he has been repeatedly recognized for his accomplishments as a Financial Professional, receiving awards for his leadership, Commitment to Excellence and Outstanding Client Service. He is also a frequently requested speaker by both professional and educated groups.
Over the years Thomas has been actively involved in numerous community groups such as Neighborhood Council, Chamber of Commerce, i9Sports, Grace Brethren Youth Sports (GBYS), Boys and Girls Club and the Independent Citizens Oversight Committee. As Vice Chairperson of the Independent Citizens Oversight Committee responsibilities included; chair monthly meetings, review disbursement of C4 Bond Initiative funds for our public schools for modernization and improvement and provide oversight for projects. He has financially supported and been involved in many charities over the years for local schools and educational causes while volunteering for leadership and coaching roles. He has also been a big contributor to the Boys and Girls Club, The American Red Cross and has been actively involved with GBYS for many years as a Director helping young boys and girls develop Christian character around the tri-counties area of Southern California.
Thomas J. Hartfield is an Investment Advisor Representative of Hartfield Financial and Insurance Services, Inc (HFIS Advisors), an Investment Advisor registered with the State of California. Financial Planning and Advisory services offered through HFIS Advisors. Mr. Hartfield is a Fiduciary and holds General Securities Representative and FINRA Examinations: 7, 26, 63 & 66 and Securities Industry Essentials (SIE) and is a Certified Insurance Agent with CoveredCalifornia.
Hartfield Financial & Insurance Services, Inc., offers clients the optimum investment environment; the strength and opportunity provided by the larger financial institutions along with the personalized service and hands-on support of a smaller more intimate firm.
Company Profile & Track Record
- Over 25 years of Leadership in the Financial Services Industry
- Independent Investment Guidance
- Financial Planning Architects offering Custom Built Plans
- Hands-On Proactive Management by Company Founder, Thomas J. Hartfield, Recognized as a Leading Financial Professional
- Support Team of Experienced, Licensed, Qualified Professionals
- Extensive Referral Network Consisting of Top Attorneys, CPA's, Investment Bankers, Money Managers, Real Estate Experts and more
- Extensive List of Corporate Clients
- Strong Reputation and Involvement in the Communities Where we Operate
Our clients, and our office, have a passion for getting involved in our community and giving back. By helping our clients be more secure financially, they are able to more efficiently share their time, talents, and treasures with causes they care about. Whether hammering a nail with our local Habitat for Humanity, volunteering for a passionate cause, or working a local homeless shelter, our clients have a strong desire for giving back.
Below are some organizations that Thomas Hartfield is involved with.
