Services

Item Description

Item #2 (For a business owner)

Steve Hartel, an independent financial planner with Trilogy Financial Services, Inc., is offering a complimentary business review. Taking a holistic approach in this review, Steve will help the business owner understand recently changed fiduciary responsibilities and Department of Labor issues within offering employee retirement benefits. Business succession planning, sophisticated tax strategies, buy/sell agreement analysis, as well as other relevant financial matters will be included. Trilogy also has extensive knowledge in serving non-traditional couples, who face unique financial challenges. This review will consist of two private 90-minute meetings with Steve plus an additional two hours of Steve’s analysis, for a total of five hours of Steve’s time. Approximate retail value: $750.

Item Special Note

Information about Steve Hartel

I deliver comprehensive financial plans utilizing investment management, tax planning, insurance protection, and estate planning for families, individuals, and businesses. I take the time to really listen to my clients and learn about their lives so that I can make meaningful recommendations to get their financial affairs in order.

I specialize in teaching business owners and families how to reduce their taxes, shelter more income, provide smarter insurance coverage, pay for college more affordably, invest more efficiently, protect their assets, and reach more of their financial goals.

Many so-called "financial advisors" just look at your investments, but that's only one piece of a good financial plan. I use a more holistic approach to help you achieve true financial independence. I define that as being the point where work becomes optional and retirement is affordable. Trilogy does not have any of its own products, so I can be 100% unbiased in my advice.

I am not product-focused, but if a product will fill a need or solve a problem, I have the following licenses: Life Insurance, Health Insurance, FINRA Series 7, FINRA Series 63, FINRA Series 66. In addition, I have my MBA in Finance. I have been in the financial services industry for over 14 years.

Isn't it time you got your financial house in order?