Who We Serve
We work with people at various stages of life
At Hearthside Financial Partners, we believe financial planning should feel personal, supportive, and grounded in real life. We serve individuals, families, and business owners through every stage of the journey, offering thoughtful guidance and customized strategies designed to help you feel more confident about what’s ahead. Whether you’re growing a business, building a family, or preparing for retirement, we’re here to listen, understand what matters most to you, and help you move forward with clarity and care.
“My number one goal is to grow my business.”
Maybe you’re an established business owner who wants to offer a retirement plan for your employees. Maybe you’re enjoying a highly profitable year and want to reduce your inevitable tax bill. Maybe you’re a new business owner trying to get organized and gain traction in the marketplace. What’s the right move for you and your business?
You likely have many questions about your business’ financial future:
- How does my business help me retire?
- What can I do to pay less in taxes?
- Which retirement plan is best for my business?
- How do I plan for exiting my business?
- How do I help my employees prepare for retirement?
What we can work on together:
- Employer Retirement Plans, including 401(k)’s, 403(b)’s, Simple IRA’s, SEP IRA’s, & Profit Sharing Plans
- Integrating tax planning with your retirement plan
- Funding of buy-sell agreements
- Business exit & succession strategies
- Coordinating your retirement plan with the sale of your business
- Educating your employees on saving for their future
“I’m building for my future.”
No matter where you are in your career, life will bring many exciting opportunities that come with important questions. Whether buying your first home, growing your family, or advancing your career, there are many competing priorities and opportunities you need to consider. At Hearthside, we’re here to bring warmth and clarity to your financial planning, helping you feel secure and confident every step of the way.
You likely have many questions about your financial future:
- Am I doing the smartest things with my money?
- Should I save for retirement or pay down debt?
- How much should I save and where should I save it?
- What do I need to do now to better prepare for the future?
- Am I invested how I should be?
- Do I need insurance?
- How do I know my loved ones are protected? Do I need a will? Do I need a trust? What is a power of attorney?
What we can work on together:
- Investment accounts (IRAs, Roth IRAs, Trusts, etc.)
- Rollover of an employer retirement plan
- Evaluation of your employee benefits, including 401(k), 403(b), insurance, stock options, & deferred compensation
- Saving for your children’s education (529 Plans)
- Investment & asset allocation strategies
- Identifying your insurance needs, such as life, disability, & long-term care insurance
- Introducing you to other professional service providers such as CPAs, lenders, or insurance agents
“I’m ready to enjoy my future.”
Maybe you’re in the latter stages of your career and want to know when you can move on to something new. Retirement doesn’t seem like a far-off dream anymore. Maybe you’re already retired and wanting to make the most of your future. What’s your next step?
You likely have many questions about your financial future:
- Will I run out of money one day?
- How much risk should I be taking with my investments?
- How do I efficiently pass my wealth to my kids and grandkids?
- How do I plan for long-term care expenses?
- How do I know my loved ones are protected? Do I need a will? Do I need a trust? What is a power of attorney?
What we can work on together:
- Investment & asset allocation strategies
- Stress-testing your plan against negative economic events
- Distribution of your investments in retirement
- Integrating your estate plan with your retirement plan
- Legacy planning for your children and grandchildren
- Proactive strategies to plan for future long-term care costs
- Gifting to charitable organizations
- Required Minimum Distributions (RMDs)
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