Debbie Hartzman

Hartzman & Associates Inc. is a financial planning firm based in Kingston, Ontario. With over 30 years of combined experience in the financial and insurance industry, our team includes Debbie Hartzman and Marnie Hunt. As independent financial advisors, we are not owned by a bank or insurance company. This allows us to provide our clients with objective and personalized advice that serves their best interests.

Our Services

At Hartzman & Associates Inc., we offer a wide range of services designed to meet the unique needs of our clients. These services include:

• Goal Setting Action Plan (Wise Women & Wealth Program): This program is designed to help any woman who has gone through any life transition set and achieve their financial goals. Whether you're a mother, wife, or female business leader, our goal setting action plan will help you create a secure financial future.
• Plan2Thrive: Our Plan2Thrive program will guide you through major life transitions, such as retirement, with tax planning and risk mitigation strategies. Our program will help you maximize your savings and income.
• Retiree Careful Planning: We understand that retirement is a significant life transition. Our careful planning services will help ensure the highest income level to make your retirement dreams a reality.
• Running a Business: Running a successful business can be one of life's most rewarding experiences. Our services include helping you create a financial plan that supports your business goals, as well as protecting your business from unforeseen events.

Our Commitment

At Hartzman & Associates Inc., we are committed to providing our clients with the highest quality comprehensive financial planning services. We take the time to understand your unique needs, create a plan based on your circumstances, and monitor your progress to help you achieve a secure financial future.

Recent Articles

• Strategic or Target-Based Planning
• Role Reversal - The New Reality
• Beware of These Scams Aimed At Seniors

How We Help

At Hartzman & Associates Inc., we serve individuals, families, and businesses in the Kingston area. Our primary goal is to help each client meet their unique financial goals. We are never satisfied until you are.