Hart Financial
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Hart Financial
To pursue a culture of excellence that provides innovative solutions, aligned with the best interests of our clients. Our values based approach requires us to be objective in the advice we provide, with clear communication of how and why to move forward with the action steps needed for our client's success.

It is our goal and priority that our clients take ownership in the strategies we formulate together, to allow them to feel comfortable in taking action to meet financial goals. Since 2011, we have helped over 300 households in the effort to take control of their financial lives. Steps to consider, so you could potentially accumulate the money you'll need to pursue the retirement activities you want.
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Your financial team is dedicated to providing you with exemplary customer service, innovative solutions, and a long lasting relationship to turn to as life changes. We believe this will give you the ownership in the strategies we formulate together, to allow you to feel comfortable in taking action to meet your financial goals.
Lawry | de Freitas Wealth Management was created with a vision of an independent, relationship based, advice driven practice. The combination of being independent as well as focusing on growing and deepening our client relationships allows us to be the trusted resource our clients turn to as life progresses.
Where will your retirement money come from? If you're like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate strategy can spell out your healthcare wishes and ensure that they're carried out - even if you are unable to communicate. It can even designate someone to manage your financial affairs should you be unable to do so.
Investing should be easy - just buy low and sell high - but most of us have trouble following that simple advice. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snare some investors.
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