What We Do | Overview

Our approach is that each client comes to us with a unique set of personal values, goals, family situations, and time horizons. We begin with an extended conversation so that together we can start to see how all the pieces fit together.

We know that integrating personal and family goals with financial realities can be complex. Our goal at Hatfield & Hatfield is to assist our clients in working through those complexities objectively—to simplify and organize them into a straightforward and manageable plan.

Our services include:

Financial Planning

Investment Management

Retirement Planning


Estate Planning

Employer Plans 

Elder Care 

Social Security Planning

Our Compensation 

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This communication strictly intended for individuals residing in the states of AZ,CA,DC,FL,GA,IL,IN,KY,MA,MI,MO,NC,NY,OH,SC,TN,UT,VA,WA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
Member FINRA, SIPC, a Registered Investment Advisor.
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