Collaborative financial services that connect
I work with you to define your investment goals and establish a long-term wealth management plan.
Financial Services
My approach is the kind you only find at a one-to-one agency, where your personal financial advisor picks up the phone when you call.
I believe in the power of informed wealth management to help you achieve your financial objectives.
I’m here to help you identify those goals, working with you to create a plan that maximizes your assets, income, and retirement planning, and then sets you up for long-term financial success.
I believe in working collaboratively and transparently to ensure you feel supported every step of the way.
Areas of Financial Planning Focus
Wealth Management
A strategic approach aimed at maximizing your financial growth.
Investment Advisory Services
Researched, informed, and risk-adjusted investing centered around your lifestyle.
Retirement Planning
A retirement plan that ensures your hard work pays off.
College Savings Planning
Proactive saving that sets your future student up for success.
Estate Planning
Expertise that helps you leave a lasting legacy.
Tax Planning
Incorporate informed tax planning into your financial goals.
Cash Management
Find the best return for your excess cash.
Inquiry
Let us know. Please don't hesitate to contact us via this form or email, and we will reply as soon as possible.
Email: jhartman@accessfits.com
Additional Resources: Interactive Brokers
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