Hantz Financial Services^SM

Our approach to planning and investing

Hantz Financial Services, Inc., is dually registered with FINRA as a broker/dealer and investment advisor. Our operating philosophy states: We believe that having access to a variety of services, products and providers presents us with an opportunity to offer our clients with what we consider to be the “Best of Breed”, at any given time, as we are not a product manufacturer and we do not sell our own proprietary products.

We offer a comprehensive and integrated service where our clients work closely with their Financial Advisor and other knowledge centers from the Hantz Group.

As an example, in tax planning 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 attain their financial goals.

Insurance products offered through Hantz Agency, LLC. Investment products offered through Hantz Financial Services, Inc. member FINRA/SIPC. Investments are subject to risk, and may lose value. http://www.finra.org/index.htm