Herbert L. Hartso III*, CLU, ChFCFinancial Advisor
Phone: (425) 641-8788 ext. 209 “I help people make important financial decisions by carefully looking at their personal situation and passionately presenting a clear financial plan that is in their best interests.” Herb Hartso has a passion for financial planning and helping people. Herb has earned the Chartered Life Underwriter® professional designation from The American College in Bryn Mawr, PA. This is one of the world’s most respected designations of insurance expertise. Herb has also earned the Chartered Financial Consultant®professional designation from the American College. This is financial planning’s highest standard and is one of the most extensive educational programs required for any financial services credential. Herb and his team work with business owners and professionals, helping them in areas such as asset management, tax deferred investments, alternative investments, term and permanent life insurance, disability insurance, long term care insurance, college planning, retirement planning, estate planning, business planning, and executive planning. Securities and Investment Advisory Services are offered exclusively through Hornor, Townsend & Kent, Inc. The financial planning process involves 3 steps. First, Herb will gather and analyze your financial information while discussing short-term, medium-term, and long-term goals. Second, he will put together a comprehensive financial plan that is tailored to your goals and best interests. Third, Herb will meet with you on a regular basis to monitor the plan and discuss any changing needs you may have. Herb is a graduate from the University of Washington where he played football for the Huskies. Herb is married to Lela and they have a 5 year old son, Herbie. Herb enjoys going to the gym, spending time with family and friends, and attending Church. Herb also travels with the Strength Team Ministries as a motivational speaker. Click here for more information of Herb Hartso
Direct Phone: (425) 214-0409 E-mail: hhartso@pcrg.com Assistant: Tahni Hartso E-mail: thartso@pcrg.com
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*Securities and Investment Advisory Services offered through Hornor, Townsend, & Kent, Inc (HTK). Registered Investment Advisor, Member FINRA/SIPC.
Advisory Resource Group, LLC., an independently owned and operated Washington State Registered Investment Adviser , and Pacific Capital Resource Group, Inc., a licensed independent insurance agency, are independent of Hornor, Townsend & Kent, Inc., (HTK). HTK is a wholly owned subsidiary of The Penn Mutual Life Insurance Company.
HTK does not provide tax or legal advice. Please consult with a qualified advisor regarding your individual circumstances.
Our associates are insurance and securities licensed/registered in our resident state of Washington (WA), including many other states. For further licensing information, please call our main number listed above. This is not an offer or solicitation in any state where not properly licensed and/or registered.
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