Hartman Financial Employee Directory
Financial ServicesUtah, United States2-10 Employees
Hartman Financial is a small financial services firm based in Layton, Utah. It focuses on integrating investment and insurance planning with clients' tax planning and legal considerations, aiming to align financial strategies across these areas. The approach emphasizes coordinating with clients' CPAs and attorneys to ensure recommendations do not conflict with established plans. The company describes its collaborative model as involving the client's CPA, attorney, and Hartman Financial to provide coordinated guidance. This setup is intended to offer clients greater clarity and confidence when making financial decisions. Operating within the financial services industry, Hartman Financial centers its services on cross-disciplinary planning that connects tax, legal, and investment perspectives.