Finance
Our approach to planning and investing
We offer a comprehensive and integrated service where our clients work closely with their Financial Advisor and other knowledge centers from the Hantz Group.
Hantz Financial Services, Inc.
We offer a comprehensive and integrated service where our clients work closely with their Financial Advisor and other knowledge centers from the Hantz Group. Learn more »
Hantz Benefit Services
We approach your employee benefits from a goal-oriented perspective. What do you want for your employees? What should you provide to be competitive in your industry? Our custom plan design shows you how to make the smartest choices - choices that allow you to show appreciation for your key people, attract and retain talent, reward your employees for their service, and manage the cost. The Hantz team dedicates pre-selected individuals as central contacts to coordinate your benefit programs. This would include specialists in program design as well as communication specialists to keep your employees informed through employee education programs. Learn more »
Hantz Retirement
When we consult with you on your retirement plan needs we believe we set ourselves apart by taking a complex set of issues and decisions and delivering it in a simple format. The format summarizes all of your decisions into three categories: Cost, Performance, and Service. You determine the priority and weight you place on each area. Our goal is to become a partner of your employee benefits department. We are confident we can provide all of the related services necessary to give you personal, accurate, and flexible support.
Hantz Commercial Insurance Agency
In coordination with other Hantz Group services, our commercial risk insurance representatives provide a “Best in Class” approach to reviewing your current and future business insurance requirements. We provide you with enlightening assessment and educational tools to give you a fresh look at your company’s true level of risk. We take care to fully understand your business model, search for gaps in coverage, and provide insurance solutions which you may choose to provide a level of coverage that meets your company’s needs.
Hantz Agency
In coordination with other Hantz Group services, we take care to fully understand your personal financial situation, search for gaps in coverage, and provide insurance solutions which will provide a level of coverage that meets your needs.
Hantz Tax and Business
We believe that data becomes information when it answers your questions. Hence, we will make sure that you know where the cash flows each month, quarter or year. You will know where you are at a given time toward reaching your goals. Often, tax planning is overlooked in favor of reducing liability exposure. We help you take a proactive approach to your taxes. We offer a comprehensive and integrated service where our clients work closely with their Financial Advisor and CPA. The CPA and the Advisor work together as a team to develop financial strategies and to look at different ways to reduce their client’s tax liability. This use of intellectual leverage is used to provide a personalized plan for helping clients to attain their financial goals.
PLUS Agency
The Personal Life Underwriting Service specializes in providing life and disability insurance for individuals who have previously been declined or highly rated for insurance due to current health concerns or preexisting health conditions. PLUS works with a wide variety of companies that understand the needs of those in less than perfect health.
