Michael Hartman, CFP®, RICP®
Tax-efficient retirement planning for families age 55+
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Serving Clients Nationwide
Tax-efficient retirement planning for families age 55+
Areas of Focus
- Health Care Planning
- Investment Management
- Retirement Planning
- Social Security
- Taxes
About Michael Hartman, CFP®, RICP®
Michael Hartman, CFP®, RICP® works with his clients to help create retirement income solutions for individuals and families who are concerned about the possibility of running out of money in retirement. Mike specializes in working with pre-retiree’s (typically a year or two away from retirement), who have been diligent savers throughout their working years, are looking for a trusted advisor, and who understand the value of having expert financial guidance when developing their income plan in retirement.Mike obtained his Bachelor’s degree in Finance from Shippensburg University. Since joining the financial services industry in 2010, Mike has earned the CERTIFIED FINANCIAL PLANNER™ and Retirement Income Certified Professional (RICP®) designations. Mike was named a “Rising Star” by the Greater Philadelphia Chapter of the National Association of Insurance and Financial Advisors (NAIFA) in 2017, and received a similar “Rising Star” honor again in 2018 by the Greater Reading Young Professionals (GRYP). Most recently, in 2023 Mike was named a “Young Advisor to Watch” by Financial Advisor Magazine. Mike is a class of 2020 graduate of the Leadership Berks program.
Mike stays very active within the financial planning industry, and is a member of XY Planning Network, The National Association of Personal Financial Advisors (NAPFA), The Financial Planning Association (FPA), and the Fee-Only Network. Mike was also featured in episode 269 of the Financial Advisor Success podcast.
Mike and his wife, Alicia, reside in Sinking Spring. They are parents to a 3 year old girl, Makenzie, and a 6 month old boy, Ashby. Mike enjoys staying active through physical fitness, and you can often find him on a hike with his family, playing basketball with friends bright and early every Saturday morning, or at the closest rock climbing gym. Mike loves to travel to new places with his family, and he is always eager to check out the best brunch and ice cream spots wherever their travels take them. Mike stays active volunteering within the community, and is a past Board member of the Greater Reading Young Professionals and a past Cabinet member of the Emerging Leaders United.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Retirement Income Certified Professional (RICP)
Affiliations
-
Fee Only Network
- Financial Planning Association
- National Association of Personal Financial Advisors
- The AGC
- XY Planning Network
- Financial Planning Association
Primary Location
20 W. Lancaster Ave Suite 3 Shillington, PA 19607
Meeting Options
- Video Conference
- In-Person
- Phone
- Webinars
Compensation Methods
- Fee Only
- Percentage of Assets Managed
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Hyperion Financial, LLC
What is Hyperion?‘Hyperion’ is the name of a giant, 600+ year old Sequoia Redwood in California that was measured at 380 ft tall, ranking it as the world’s tallest known living tree. Financial planning and investing are similar to planting a tree. Rooted in strong financial principles and staying committed to a plan, our clients see their financial situation grow, strengthen and prosper over many years. The financial seeds that we help them plant continue to grow as they are given the time and attention required to flourish. Because of the strong roots put in place, our clients are able to face the financial challenges life puts in front of them.
As the popular Chinese proverb says:” The best time to plant a tree was 20 years ago. The second-best time is now.” Starting your financial planning journey is no different. If you want success and growth in the future, the best time to act is now!
Above all else, we are ROOTED IN YOUR SUCCESS!
At Hyperion Financial, We Value:
🧭 Integrity: We strive to always do the right thing.
🫂 Committed: We are accountable to each other and our clients.
📈 Driven: We’re motivated to achieve the goals of ourselves, our team members, and our clients.
🧩 Teamwork: We’ve played on teams our entire lives. We know what can be accomplished when everyone works together towards a common goal.
What We Do:
✅ Retirement Planning: Understand how much income is needed in retirement, and determine savings strategies that can help you achieve your desired income goals.
✅ Investment Management: Evidence-based investment advice tailored to your goals, risk tolerance, and time horizon.
✅ Tax Planning: Working collaboratively with your tax professional, uncover tax strategies that can reduce taxes over the course of your lifetime.
✅ Estate Planning: Ensure you have the right documents in place, and they reflect your wishes and intent for the next generation.
✅ Employee Benefits: How do I make sense of my company benefits package? What investments should I choose inside my 401(k)? Should I utilize an HSA?
✅ Goals Based Life Planning: How would you spend your time, and what would you do differently with your life if money wasn’t a roadblock?
Who We Serve:
👍 Nearing Retirement- Individuals over age 55
👍 First Energy Employees
Education
Shippensburg University of Pennsylvania Bachelor of Science (B.S.), Finance
Hobbies and Interests
- Baseball
- Basketball
- Cooking
- Eating Out
- Exercising
- Family
- Hiking
- Rock Climbing
- Sports
- Traveling
- Volunteering
- Working Out
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Families
- Individuals
- Living in Retirement
- Travel Lovers
- Widow
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