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Services We Offer

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Financial Planning with WealthVision

The pace and complexity of managing modern finances leave many people feeling unprepared and uncertain about their financial future. Our advisory process is comprehensive, customized to your objectives, and capable of addressing a wide range of financial circumstances and concerns. We partner with you to pull all your finances together and organize them in one centralized location to better position you to pursue your financial goals and aspirations.

Our planning process will help you:

  • See your finances from a holistic point of view
  • Create integrated strategies that take all your financial activities into account
  • „„Identify long-term goals and the steps needed to pursue them
  • „„Track your progress and make adjustments as you experience new life events

The WealthVision platform will then integrate your financial plan with a robust, personal financial website. Its powerful engine can generate comprehensive financial planning analytics—calculating cash flow projection, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. You’ll have access to budget tools, reports, educational materials, and storage for personal documents in one convenient and secure location.

Biz Equity

As a small business owner, I understand the challenges and the demands of running a profitable business. I also know that my business could be my greatest asset and the importance of knowing its value.

In an effort to help our small business owner clients properly prepare for the future, we have found a firm that provides business owners like us with complimentary business valuations. BizEquity created innovative technology that harnesses the power of big data to deliver efficient business valuations. Their innovative technology generates a comprehensive business valuation in a fraction of the time compared to traditional methods.  

LPL Financial and Private Advisor Group are not affiliated with BizEquity and do not represent or endorse the accuracy or reliability of any advice, opinion, statement or any other information displayed or distributed through BizEquity, including the business valuation report. You are under no obligation to utilize this company.

Hittinger Financial has paid for a subscription to BizEquity in order to allow for complimentary valuations to be delivered.