Services
Our goal is to help clients achieve a strong sense of financial clarity and confidence. We create a focused, individualized plan for your definition of success. The Hartshorne Group offers a full suite of professional services to meet your unique financial needs and goals.
"We place a high value on providing exceptional advice and services, and on building long-term client relationships."
Don Schreiber, Jr.
Founder, The Hartshorne Group
Comprehensive Financial Planning
You can't make a sound financial decision without examining all the areas that impact it. That's why financial strength starts with a clear understanding of your assets, liabilities, and risk exposure. Each of our services begins with a detailed inventory of your current financial position. We work with you to identify your needs and goals, and craft an individualized plan focused on the attainment of your near-term and long-term objectives. ​
Services Include
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Comprehensive financial analysis and assessment of financial status
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Development of financial objectives and investment policy statement
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Cash flow analysis and needs planning
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Retirement, education, investment, and estate planning
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Income tax analysis and planning
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Risk, liability, and insurance coverage assessment
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Employer-sponsored benefit plan review and recommendations
Wealth Management
For individuals with significant wealth and owners of closely-held or family-held businesses, financial planning and management bring new challenges and opportunities. Our Wealth Management Platform includes all components of our Comprehensive Financial Planning Platform, as well as additional services that feature strategies and controls to maximize value, minimize risk, ensure continuity, and protect business interests.
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We create and implement strategies to limit your exposure and safeguard you and your family from events that could negatively impact your business and wealth.
Services Include
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Continuity planning, succession planning, and transition planning
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Business analysis and risk assessments
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Review of investments and commercial real estate holdings
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Asset protection strategies and buy-sell planning
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Key employee planning
Family Office & Ongoing Services
Many of our clients enjoy the convenience, close communication, and peace of mind that our Family Office Platform provides. This full-service, comprehensive solution relieves the client of day-to-day financial matters, leaving everything from bill paying to investment management to our dedicated team.
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Our highly personalized Family Office Platform includes all the features of our Comprehensive Financial Planning and Wealth Management Platforms, but it also features closely managed financial services, such as legacy planning, continuous cash flow management, and bill-paying services for you and your family.
Services Include
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Family legacy, continuity, and contingency planning
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Family foundation and trust development
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Family benefit analysis, planning, and recommendations
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Generational gifting, planning, and tracking
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Charitable planning and coordination