Meet The Founders Of Harmon & Hartmon Financial Group
It was the goal of our two founders, Linda Harmon and Colleen Hartmon Bollom, to create a financial and investment planning firm that was focused on meeting the individual needs of each client. That goal of providing personalized financial and investment planning is what continues to drive us in all of our client interactions.
Empowering Your Financial Future
To us, financial planning is more than your investments. It’s about empowering you to take control of your financial future. Working together, we assess your current financial situation and discuss your dreams for the future. Then, we co-create a plan that you can follow now, while also leaving open the ability to adjust that plan as your life circumstances, or even your dreams, change.
Comprehensive Approach To Meeting Your Financial Needs
We take a comprehensive approach to financial and investment planning, helping you with the tax planning, risk management, and legal aspects of managing your money. To do this, we often coordinate our services with other professionals who can help you, including CPAs, insurance professionals, and estate planning attorneys. We facilitate meetings with these other professionals because we know that a financial and investment plan is only as strong as the foundation that supports it.
Caring, Responsive Atmosphere
We care about our clients. We want you to understand your financial choices and feel empowered to make financial decisions, knowing that you have a trusted and experienced professional helping you every step of the way. We are responsive to our clients’ needs, responding to calls and e-mails promptly so that you get the help you need, when you need it.
For more information about our St. Paul financial and investment planning firm, we invite you to read about our philosophy, our team, and our services. If you have questions or want to schedule a consultation, call us today at 651-332-5555 or send us an e-mail. We will take the time to discuss your current situation and the next steps for working with us as your financial advisor.