Financial Planning

Financial Planning

Hantz Group recognizes that each area of your financial situation impacts the other.  That is why we do the holistic approach to your financial planning.  It is critical that each financial area collaborate as a team to prevent gaps that could cost you financially.  Our team of specialist collaborate to eliminate inefficiency to drive you to better effective outcomes.  Your financial team will include dedicated specialists in the areas of tax planning, legal services, risk mitigation, cash flow analysis, lending analysis and asset management.

Your financial position will not stay stagnant.  It is ever changing.  With our robust technology, you along with your Hantz Group Financial Advisor can make real time necessary and proactive changes.  We establish long term relationships with our clients recognizing that they are on a financial journey.  

The holistic approach provides direction, measurement, and clarity to your financial decisions.  It allows you to understand how each financial decision you make affects other areas of your finances and it helps you take control of your financial future.  

The ultimate goal is for you to have options, flexibility and control in your overall financial situation.

*Insurance products offered through Hantz Agency, LLC and Plus Agency, LLC. Investment products offered through Hantz Financial Services, Inc.* Investments are subject to risks, may lose value, are not guaranteed by any bank, or bank affiliate and are not FDIC Insured. Tax services provided by Hantz Tax & Business, LLC, and Hantz Ewald, LLC. Trust services provided by Hantz Trust. Legal services provided by outside legal counsel. Mortgage services provided through Hantz Financial, a Michigan licensed mortgage broker/lender, NMLS ID 167864.

*Member FINRA/SIPC. Information about SIPC and the SIPC brochure may be obtained by contacting SIPC at (202) 371-8300 or on their website at www.sipc.org.

Check the background of this firm on FINRA’s BrokerCheck