Financial and Insurance Planning

Financial and Insurance Planning from Hartfield Financial & Insurance Services Inc

By: Hartfield Financial & Insurance Services Inc  03/22/2016
Keywords: Investments, Retirement Solutions, Planning For Retirement

Providing a complete menu of financial services, over the years clients have put their trust in HFIS to set up Tax Efficient Financial Plans, Qualified & Non-Qualified Retirement Plans, IRAs, 529 Plans, Living Trusts, Estate Plans and much more. Committed to building long-term relationships with clients, Hartfield Financial & Insurance Services offers in-depth frequent reviews, educational workshops, plus service and support that is among the best in the industry! As a result, the HFIS client base has grown to include a great number of highly successful professionals and business leaders. As specialists in retirement planning regulations and employee benefit programs, Hartfield Financial & Insurance Services has also built an impressive list of corporate clients.

Keywords: Financial & Insurance Services, Investment Services Corporation, Investments, Planning For Retirement, Retirement Solutions

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HFIS, Inc offers clients the strength and depth of the larger financial institutions, yet provides the personalized service and hands-on support of a smaller more intimate firm.


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Retirement Planning and Life and Health Insurance

HFIS founded by Thomas J. Hartfield located in Simi Valley since 1994 offers Retirement Planning (IRAs, 401ks, Rollovers), 529 College Savings Plans, Mutual Funds, Stocks, Bonds, Life, Health, Long Term Care and Disability Insurance.


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Hartfield Financial & Insurance Services, Inc., (HFIS), a Leader in Financial Services and Insurance Planning, is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and insurance management planning strategies. We specialize in asset allocation and custom portfolio design while offering unparalleled service and support. "Helping Families Preserve Their Wealth"