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Simple advice...spanning three generations.
“Try to learn and understand everything you can about the person you are helping. What their goals and objectives are. Make sure you like them and they like you. We are all looking for someone we can trust.” – Lusk G. Hardy, CLU (1915-2006)
- Hardy Financial Philosophy
- Our independence allows us to provide clients with the best possible financial solutions. We believe proper planning, portfolio balancing and investment strategies are best achieved through unimpeded access to a regulated market place. We strive to grow and protect client assets safely through all market conditions focusing on short to long term benefits, due diligence and respect for the lives of our clientele.
Education, industry accreditation and continuous learning is important to us — our advisors included CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), EPC (Elder Planning Counselor), and both Life and Qualifying Members of MDRT (the Premier Association of Financial Profesionals).
Client Newsletter Archive (PDF format) -
Winter 2012
August 2011
March 2011
October 2010
July 2010
April 2010
December 2009
November 2009
September 2009
June 2009
April 2009
March 2009
February 2009
January 2009
December 2008
November 2008
September/October 2008
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Company news, events and initiatives will be posted on Twitter. 
