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
  • SEP and SIMPLE plans
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, ETF's & money markets
  • Annuities
  • Separately managed account (SMA)
  • REITS, partnerships
  • Private Equity & Private Debt
Estate planning
  • Proper management of family assets
  • Wills, living trusts, foundations, and more (by referral)
  • 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

Welcome

Hartfield Financial & Insurance Services, Inc., (HFIS Advisors), 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. As a Fiduciary and Registered Investment Advisor, we specialize in asset allocation and custom portfolio design while offering unparalleled service and support.

More Information

If you would like Thomas to contact you regarding your specific situation, please fill out this form:

Name 
Please tell us your name.
Phone  A value is required. A value is required. A value is required.
email 

Please enter your email address .Please enter a valid email address.