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ABOUT US

My goal is to be more than just a voice on the phone; I am your partner in navigating life's most important financial milestones.

Client Centered

I believe your financial future is personal, and the conversations around it should happen where you feel most comfortable.

While I'm happy to join you on a phone call or a virtual meeting, I still conduct most of my client visits in person.

Whether it’s at your kitchen table, your place of business, or a local coffee shop, I come to you. I offer face-to-face, personable guidance that fits into your life—not the other way around. 

Robert D. Hartland, CLU®, CKA®

Robert D. Hartland, CLU®, CKA®

Financial Advisor
Certified Kingdom Advisor®
Chartered Life Underwriter®

Robert has over 34 years of experience in financial services and brings a personal approach to helping clients.

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