An excellent overall experience with Derek Hartmann. Extremely knowledgeable and attentive, with a genuine commitment to understanding my needs and providing clear, thoughtful guidance.
January 2025
My husband and I have been working with Derek for almost three years, and we couldn’t be happier with the experience. With his guidance, we’ve been able to radically improve our retirement outcomes and develop stronger saving habits. He always takes the time to understand our goals, explain things clearly and provides personalized advice. Thanks to Derek, we feel confident and secure in our financial future.
May 2024
Years ago, my wife and I selected Tim to handle our IRA’s, and to guide our much-delayed retirement planning. We made the right choice.After 2 disastrous experiences with commission-based advisors, I’m sure we were not easy clients. Tim addressed our needs very differently. He listened carefully to our specific needs and concerns, and explained in an understandable way the realities of moving from accumulating assets to spending them. He spoke from experience about where the knowns and unknowns were, and how to control them. Most importantly, we were immediately much more comfortable with the whole process.The plan he helped us prepare came at no charge, where... read full review
An excellent overall experience with Derek Hartmann. Extremely knowledgeable and attentive, with a genuine commitment to understanding my needs and providing clear, thoughtful guidance.
My husband and I have been working with Derek for almost three years, and we couldn’t be happier with the experience. With his guidance, we’ve been able to radically improve our retirement outcomes and develop stronger saving habits. He always takes the time to understand our goals, explain things clearly and provides personalized advice. Thanks to Derek, we feel confident and secure in our financial future.
Years ago, my wife and I selected Tim to handle our IRA’s, and to guide our much-delayed retirement planning. We made the right choice.After 2 disastrous experiences with commission-based advisors, I’m sure we were not easy clients. Tim addressed our needs very differently. He listened carefully to our specific needs and concerns, and explained in an understandable way the realities of moving from accumulating assets to spending them. He spoke from experience about where the knowns and unknowns were, and how to control them. Most importantly, we were immediately much more comfortable with the whole process.The plan he helped us prepare came at no charge, where... read full review