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OUR COMMITMENT


Professionally speaking, nothing is more important than the people we serve. Our first priority is helping you take care of yourself and your family. We want to learn more about your values, goals and personal situation. We want to hear about your biggest financial concerns. The most important thing to be an expert in is our clients.

OUR PHILOSOPHY


People have unique perspectives, values and priorities that change over time. When the use of our money is consistent with our values and goals, it reduces financial worries, increases confidence and creates freedom to spend our time and energies on activities we enjoy.

We want to know why something is important to our clients, just what is important to them.  Understanding these issues helps us to offer advice that considers all of your life and financial goals.

We believe serving our clients is a privilege, not just an obligation because they pay us to. We are continually exploring new opportunities to customize the service and value we deliver to each client relationship.

ABOUT OUR FIRM


We are proud to serve clients in the greater Portland area, including West Linn, Oregon City, Tualatin and all of Clackamas County.  Using our experience and local presence, you have access to customized financial and retirement income planning advice. This gives you the assurance that we are only a phone call or short drive away when you need us.

Tim Hart started his career in the financial services industry in 1979 and founded Hart Financial in 1990. Hart Financial serves individuals and families in Oregon and throughout the country. Tim has earned several professional designations. As part of his commitment to continuing education, Tim attends various educational meetings and seminars each year.

Hart Financial recognizes it can't be an expert in all areas. If we don't have expertise in a specific area, we will bring in someone who does in order to help our clients.

A lifelong resident of Oregon, Tim and his wife Allison, live in the Portland area. Tim enjoys coaching youth basketball, outdoor activities and is active in his local church.

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