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INVESTING


An Investment Process You Can Have Confidence In

At Hart Financial we view financial planning and asset management as inseparable components of successfully growing your money.  We offer a goals based planning and investment process to organize and simplify how you invest your money to accomplish your goals.

While we encourage both diversification and asset allocation, we believe people benefit the most when they use a process to manage their money. A process can help you achieve your financial and lifestyle goals and avoid making ill-timed investment decisions. We have found that investors who use a process are are better equipped to make good investment decisions, particularly during times of economic and market instability.

In our experience, the true value of a financial advisor is helping bridge the gap between ‘investment returns’ and ‘investor returns.’ This gap exists because of all too human tendency to allow emotions to overwhelm rational thinking when it making investment decisions.

To learn more about our convictions regarding successful investing and our investment process, request a no cost appointment today.

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