Our Firm

Our goal is to help clients reach the goals that are most important to them.  Everything we do is to help move towards these goals.

We are independent and not linked with, or owned by, any particular investment or insurance company. Our "boss" is you, the client. You are the reason we exist.

As we work with clients, they'll always hear the whole story from us. There is a saying, "You can do anything you want, but not everything you want." We help our clients weigh through the decisions and trade-offs of one course of action versus another. These trade-offs may involve issues as varied as investment volatility, peace of mind, retaining future flexibility, product costs, and adherence to Biblical principles.

We strive to be knowledgeable on the wide variety of financial issues that will affect the lives of our clients. We continually sharpen our skill and knowledge to help you better. Our role is two-fold: to help clients sharpen their focus on the things most important to them and to be a "financial technician" to find the most efficient ways to move forward.

At Dan Hardt Financial Services, we value long term relationships (and have served some clients for over 20 years). It is a joy to us to see clients continually move in a positive direction and to make sure that their life and their money are truly working together.

We are blessed to be near our capacity of clients but welcome inquiries from prospective clients to see if our services may be a good fit for your needs.