Wise Women & Wealth Program™
A goal setting action plan, designed to help any
woman who has gone through any life transition,
set goals and see them accomplished.
Read More
Plan2Thrive
Do you want to maximize your savings with tax
planning and risk mitigation strategies?
Is it income you are looking for?
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Retiree
Careful planning can help ensure the highest income
level to make your retirement dreams a reality.
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Running a Business
Running a successful business can
be one of life's most rewarding experiences.
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Who We Are
Hartzman & Associates Inc includes Debbie Hartzman and Marnie Hunt. With over 30 years combined experience in the financial and insurance industry, at Hartzman and Associates Inc we take pride in providing high quality comprehensive financial planning, to help you reach all of your financial goals in life.
As an independent group, we are not owned by a bank or insurance company. As such, we stand firmly committed to providing our clients with objective and personalized advice. Through our wide range of services, we offer an individualized approach to building financial strategies based around you, your circumstances, and your goals and dreams. By taking the time to understand your unique needs, we create a plan and monitor your progress to help you achieve a secure financial future.

Recent Articles

Year-End Tax Planning Ideas

The following are some ideas for individuals and business owners to reduce income taxes as 2024 draws …

Recent college or university graduates with their first career job have an understandable itch to spend money …

We all know how easy it is to romanticize our retirement years. Many of us make lengthy …

How We Help

wise women wealth

Wise Women & Wealth Program™

A goal setting action plan, designed to help any woman who has gone through any life transition, set goals and see them accomplished. "As a mother, wife and female business leader, I struggle with...

plan2thrive

Plan2Thrive

Do you want to maximize your savings with tax planning and risk mitigation strategies? Is it income you are looking for? Plan2Thrive™ will guide you through the transition will no stress and...

Protecting Your Family

Protecting your family

Without barely a moment’s thought, you would protect your family from an immediate threat. But would you make a plan to protect them from one in the future? It’s easy to respond to problems in the...