How HANTZ FINANCIAL SERVICES, INC. Helps Clients – Key Takeaways:
HANTZ FINANCIAL SERVICES, INC. (HANTZ) is a leading financial advisory firm with a strong track record of providing excellent financial guidance and support to their clients. With a team of experienced and knowledgeable advisors, HANTZ offers a wide range of financial services and customized solutions to help their clients achieve their financial goals.
Facts and Insights:
HANTZ was founded in 1998 by John Hantz with the vision of providing comprehensive financial services to individuals, families, and businesses. Today, the firm has grown to become one of the largest and most trusted financial advisory firms in the country, with over $1 billion in assets under management.
HANTZ takes a personalized and holistic approach to financial planning, tailoring their services to each client’s unique needs and goals. They understand that every client’s financial situation is different and therefore, their strategies are tailored to provide the best possible outcomes.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $1 billion+ |
|---|---|
| Number of Advisors: | 50+ |
| Time in Business: | Since 1998 |
Financial Services Offered:
HANTZ provides a wide range of financial services to help their clients achieve their financial goals. These services include:
- Financial planning and wealth management
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Educational planning
- Insurance and risk management
- Business planning
Client Types:
HANTZ serves a diverse client base, including individuals, families, small businesses, and corporations. They have the knowledge and expertise to cater to clients of all ages and financial backgrounds, from young professionals just starting to plan for their future to retirees looking to preserve their wealth.
Fees & Compensation:
HANTZ believes in complete transparency when it comes to their fees and compensation structure. Their fees are based on a percentage of assets under management, and they do not receive any commissions or incentives for recommending specific products or services. This ensures that their advice is unbiased and in the best interest of their clients.
Background:
HANTZ is a registered investment advisor (RIA) and has a fiduciary duty to act in the best interest of their clients. This means that they are legally obligated to always put their clients’ interests first and provide advice that is in their clients’ best interest.
The firm’s team of advisors consists of highly experienced and qualified professionals, including certified financial planners (CFPs), chartered financial analysts (CFAs), and certified public accountants (CPAs). They are committed to providing the highest quality of financial advice and service to their clients.
Financial Advisor Disclosures to Know:
It is important for clients to be aware of any potential conflicts of interest that their financial advisor may have. HANTZ’s advisors are required to disclose any potential conflicts of interest, including any affiliations with other financial institutions or companies.
Additionally, HANTZ’s advisors are required to disclose any disciplinary actions or customer complaints that have been reported against them. This level of transparency is crucial in building trust with clients and ensuring that their best interests are always prioritized.