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Workplace Financial Planning

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As an added benefit, some business owners offer their employees access to financial-planning services; Hantz Financial Services (HFS) can provide that service at very reasonable or no cost to the employer. Our financial-planning service is designed to be comprehensive and ongoing. The process starts with an initial consultation with a team of specialists whose composition will be decided by the prospect’s situation. In addition to your employee’s financial consultant, the team could include specialists in the areas of taxes, estate planning, property and casualty insurance, just to name a few. Working together, we will help your employees to:

  • Define their goals,
  • Develop a financial game plan that will efficiently help to achieve them,
  • Track progress along the way, and
  • Make recommendations to help keep them on track.

Our financial planning process helps answer questions such as:

  • How do I know when I have saved enough to retire?
  • How much should I be saving for my children’s college education?
  • How much life insurance do I really need?

For more information about this service, or to schedule a consultation, please provide us with the following information:




Please note that Hantz Group, Inc. is the parent corporation to a number of wholly or partially owned subsidiary companies, including but not limited to Hantz Financial Services, Inc. (a broker-dealer/mortgage broker), Hantz Tax & Business, LLC (an accounting and tax preparation company), Hantz Agency, LLC (an insurance agency), Hantz Commercial Insurance Agency, LLC (specializing in insurance for businesses), PLUS Agency, LLC (an impaired insurance agency), Hantz Benefit Services, LLC (an employee benefits agency), Hantz Lending, LLC (a mortgage broker), Hantz Software, LLC (a computer software company); Hantz Technology, LLC (a computer technology company), Hantz Group Sports & Entertainment, LLC (sports and entertainment), Hantz Group Racing, LLC (stock car racing), Hantz Soccer USA, LLC (indoor soccer), Hantz Farms, LLC, (an urban farming company), DiLaura Brothers, LLC (a bowling distributorship), Bowling IQ, LLC (a bowling training center), Hantz & DiLaura Properties, LLC (owners of a bowling property); Hantz Air, LLC (a charter aircraft company), Hantz, Rhoades & Doehrer, LLC (an accounting firm), Hantz Titus Urbanski, LLC ( an accounting firm), Hantz Ewald, LLC (an accounting firm), Hantz Real Estate Ventures, LLC (a real estate holding company), 1540 South Holland Sylvania, LLC (a real estate holding company), Hantz Golf, LLC, Hantz Golf Club of Tecumseh, LLC.