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The role varies depending on the needs of the financial planning practice but often includes meeting prep, communicating with clients and our operations team to follow up on business flow. The Holistic Approach to Financial Planning Hantz Group recognizes that each area of one’s financial situation impacts the other and that is why we offer a holistic approach to our client’s financial planning.

<p>Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that offers a multitude of services tailored to each individual client. We deliver a team of professionals that are experts in their specific disciplines, yet work in collaboration to coordinate superior outcomes for our clients. By taking our holistic approach, we strive to reduce stress and save time for our clients so that they can focus on what’s most important for their families.

Areas of focus:

    Asset Management
    Insurance (Life and Health)
    Tax Strategy and Planning
    Estate Planning
    Financial Planning and Retirement
    Property and Casualty Insurance (Personal and Business)
    Debt (Commercial and Consumer Lending)
    Banking and Cash Management

What’s a Family Office?

Family Offices were originally created by ultra-wealthy families to manage all of their needs, mainly financial and legal. An in-house team of professionals worked together to safeguard a family’s net worth and coordinate business and personal activities. Hantz Group has modernized this business model and uses their team of experts, coordinated by a Family Office Liaison-Financial Consultant, to manage client’s needs across multiple disciplines. </p>

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