Renee Harberts

Posted by on Aug 6, 2013 in Team | Comments Off on Renee Harberts

ReneeRenee Harberts joined Hance Financial, LLC, in 2012, following a long and successful career as a sales professional in the printing industry. She understands the value of having a well-thought-out financial plan and is passionate about sharing her experience and knowledge with clients.

Having seen from personal experience the benefits of having and following a financial plan, Renee works closely with clients to help them achieve financial clarity, wellness, and confidence in their financial decisions. She works from a place of authentic trust, respect, and integrity, and believes the sound management of one’s personal finances is essential to one’s health and well-being.

Renee helps clients understand and address their unique current and emerging needs, and she is committed to continually reaching out and advising them as their lives evolve and needs change. Her current areas of focus include providing for retirement and survivor income, life and long-term care insurance planning, gifting strategies for parents and grandparents, social security planning, and strategies for college funding.

When she is not with her clients, Renee spends time with her children, grandchildren, and friends. She enjoys gourmet cooking, wine, golfing, exercising, and reading, as well as a good political discussion.

 

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