Home | Tate Hartman, CFP(R)

Improving
Members' Lives

Wherever you want to go, we're ready to help at every step of the journey.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

We work with you one-on-one to create an investment plan that begins with a true understanding of your risk tolerance, time horizon, and goals. Thanks to our collaborative and transparent methods, we want you to always know where you stand.

Meet Our Team

How We Help

In addition to working together, we'll help you have your finances fit your lifestyle.

Retirement

Life moves pretty fast and can change even faster. That's why it pays to have a quick, flexible team to help every step of the way.

Lifestyle

Dream big, have fun.

Investment

Our investment team can create a portfolio that's designed to fit your lifestyle.

Taxes

We have resources that can help resolve some of the most sophisticated tax issues.

Estate

It can be difficult to think about leaving our loved ones behind. With sensitivity and care, we'll help you work with the appropriate professionals to create the right estate plan for your family's situation.

Money

Wealth management is one of the most overlooked parts of building a sound retirement plan. Let us help you build for tomorrow.

Speak with us to learn how <strong>we help you reach your goal.</strong>

Speak with us to learn how we help you reach your goal.

Schedule an Appointment

What Sets Us Apart

Our financial advisors love to help navigate the intersection of life and financial preparation. With our team at your back, you'll be able to live a life full of fun, passion, and purpose. Let’s forge a path to your financial future together.