Hartland Tax & Financial Advisors is a Fee-Only tax and financial planning firm located in Hartland, MI. I specialize in providing hourly, as-needed tax and financial planning advice to individuals and small businesses, regardless of net worth, income or investable assets. As a Fee-Only advisor, I work solely for my clients. Remember, you don’t have to have a fortune to start building one. Today is always the best time to get started. Whether you are building assets for the future — or seeking to protect, enjoy and pass on those you already have — Hartland Tax & Financial Advisors can help you along the way. Your financial objectives may include:
Ensure retirement income
Reduce the burden of taxes
Minimize the effects of inflation
Create and preserve personal wealth
Maximize wealth transfer
Establish charitable legacies
Reduce the risk of financially devastating events
Foster peace of mind through proper planning today
To help you reach these important goals, my services include:
Personal Financial Planning
Retirement Planning Strategies
Cash Flow Spending Plan
College Funding Advice
Stock Option Advice
Lump Sum Distribution Advice
Income Tax Preparation
Small Business Accounting Services
Life and Disability Insurance Needs Analysis
Second Opinion on Current Financial Plan
Financial Seminars for Military, Church and Civic Groups
Corporate Employee Financial Education — Seminars on 401(k) s, Employee Benefits, etc.
Remember, you don't have to have a fortune to start building one. Today is always the best day to get started! Why not get started today?
