Who Can We Help?

 Connecting With People And Their Needs For Over 25 Years
Dan Hardt Financial Services serves a broad range of clients.  Here are few examples of the type of people we can help:

We Can Help Clients If…

· You are nearing retirement and want to determine the best way to have your assets, social security, etc. provide adequately for your needs.

· Your financial life has suddenly changed (ex: the death of a spouse or parent) and you want to make the best decisions possible for your short and long term needs.

· You want to ensure that your investments are not supporting issues that you find morally objectionable.

· You want a solid investment portfolio that strikes the right balance between “conservative” and “aggressive”.

· You are retired and want to make smart decisions about using your assets to provide an income supplement.

· You want to review your estate plan to make sure you are helping heirs, charities, etc. in the wisest ways possible. And doing so while keeping potential estate taxes low.

· You want to make sure that your family is left financially sound in the event of your premature death or disability.

· You own a small business or professional practice and want to make sure you use your business entity in the best ways possible to help meet your personal goals.

· You want to protect against the expense of a long term care need.

· You wish to plan ahead for the education costs for your children or grandchildren.

· You want the peace of mind that comes from having an independent and knowledgeable third party review your financial affairs.

This list is representative and not exhaustive.


Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck