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Hart Financial, LLC



Tim Hart
Financial Advisor 
The Cost of Procrastination It May Be Time for a Financial Checkup Events on Wall Street Perception vs. Reality

OUR COMMITMENT

Professionally speaking, nothing is more important than the people we serve. Our commitment to our clients is this: our firm is going to care about you and be more personally devoted to helping you achieve your life and financial planning goals than anyone else who doesn't have your last name. The right advisor is the one you and your loved ones trust the most and have the most personal faith in. With a trusted advisor, you will make better decisions and enjoy the freedom to focus on the activities and relationships that are important to you.

OUR PHILOSOPHY

People have unique perspectives, values and priorities that change over time. We help individuals and families define, clarify and prioritize what they want to accomplish. We believe money is a tool, a test and testimony. How we use it for the short period of time we have it can impact our children, grandchildren and society in general. When the use of our money is consistent with our values and priorities, it reduces financial worries, increases confidence and creates freedom to spend our time and energies on activities we enjoy.

Getting to know what is important to our clients helps us to provide integrated counsel that considers all of your life and financial goals. For example, most people understand that the foundation of a solid retirement income plan will consider inflation and the importance of an increasing lifestyle income during your retirement years.

Integrated planning not only protects your retirement income against inflation, but also considers other current and future goals such as spousal survivorship income, assisting children and grandchildren as opportunities arise, wealth transfer planning, charitable goals and protecting your assets against long term care expenses.

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