Fervida Financial Strategies, LLC was founded by local resident, James L Hartman, CLU, ChFC in 1965. Our firm operates as an independent firm that offers individuals, families and businesses a full range of financial products and services. Our associates believe that tax reduction strategies, insurance planning, retirement plans and estate conservation should be top priorities for securing your financial future. Many people consider financial planning to be confusing and complex. They often miss out on many potentially rewarding financial opportunities. They may also take unnecessary risks and fail to adequately protect their assets. That is where Fervida Financial Strategies, LLC can help. Our goal is to take the mystery out of investing, insuring, preparing for retirement, and helping preserve your wealth, by helping you acquire the information you need to pursue your financial goals. We hope to establish a long and trusted relationship with our clients.
Securities and Investment Advisory Services offered through Transamerica Financial Advisors,Inc.(TFA), Member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. TFA and Hartman, Fervida Financial Services, LLC are not affiliated.
Services/Products
General InfoFervida Financial Strategies, LLC was founded by local resident, James L Hartman, CLU, ChFC in 1965. Our firm operates as an independent firm that offers individuals, families and businesses a full range of financial products and services. Our associates believe that tax reduction strategies, insurance planning, retirement plans and estate conservation should be top priorities for securing your financial future.Many people consider financial planning to be confusing and complex. They often miss out on many potentially rewarding financial opportunities. They may also take unnecessary risks and fail to adequately protect their assets. That is where Fervida Financial Strategies, LLC can help. Our goal is to take the mystery out of investing, insuring, preparing for retirement, andhelping preserveyour wealth, by helping you acquire the information you need to pursue your financial goals. We hope to establish a long and trusted relationship with our clients.
Securities and Investment Advisory offered through Transamerica Financial Advisors,Inc.(TFA), Member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. TFA and Hartman, Fervida Financial , LLC are not affiliated.,Fervida Financial Strategies, LLC was founded by local resident, James L Hartman, CLU, ChFC in 1965. Our firm operates as an independent firm that offers individuals, families and businesses a full range of financial products and services. Our associates believe that tax reduction strategies, insurance planning, retirement plans and estate conservation should be top priorities for securing your financial future.Many people consider financial planning to be confusing and complex. They often miss out on many potentially rewarding financial opportunities. They may also take unnecessary risks and fail to adequately protect their assets. That is where Fervida Financial Strategies, LLC can help. Our goal is to take the mystery out of investing, insuring, preparing for retirement, andhelping preserveyour wealth, by helping you acquire the information you need to pursue your financial goals. We hope to establish a long and trusted relationship with our clients.
Securities and Investment Advisory offered through Transamerica Financial Advisors,Inc.(TFA), Member FINRA, SIPC and Registered Investment Advisor. Non-securities products and services are not offered through TFA. TFA and Hartman, Fervida Financial , LLC are not affiliated.,We serve individuals and small business in many areas of financial management, including-Retirement planning
-Tax reduction strategies for your investments
-Estate planning
-Risk management
-Education funding
-Investment Planning
-Employee and executive benefits