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We bring your entire financial picture into focus.

Financial Planning

Comprehensive solutions that
fit your unique situation

Our specialists help in many ways.

Expert guidance isn’t just for the ultra wealthy.

To benefit from these financial planning services, you'll need to take advantage of the Family Office, sophisticated, comprehensive financial service. Credit Union ONE has partnered with the Hantz Group to offer you this an all-inclusive approach to financial planning. Your financial consultant will work with a full team of specialists whose goal is to address the increasing complexities of managing financial needs in a constantly changing world. This approach is designed to help you reach your financial goals while saving you time, reducing stress.

Your financial consultant will assist you with identifying your financial goals, prioritizing those goals, and executing a plan for how to achieve them. Your financial consultant will be your personal liaison who will manage relationships with your Family Office specialists which include:

Home and Auto Insurance
Debt Strategies and Personal Banking
Tax Planning
Investments
Estate Planning

 

Investment products are not insured by the NCUAnot a deposit or other obligation of, or guaranteed by Credit Union ONE; subject to investment risks, including possible loss of the principal amount invested.

Additional resources

Hantz Group's sophisticated, wholistic financial services approach is known as the Family Office. We make these services affordable because we know everyone can benefit, not just the ultra wealthy. These comprehensive services are provided by a multidisciplinary team of specialists whose goal is to address the increasing complexities of managing finances in a constantly changing world. Your Hantz Financial Consultant will coordinate the ongoing management of your financial services and consolidate them, ultimately saving you time and relieving stress. By having these relationships managed centrally with Hantz Group, you can feel confident that your Family Office will give you the personal attention and expertise to help you meet your financial goals.

Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. For the individual, we offer a Family Office of services tailored to your needs and goals, ranging from budgeting and banking to insurance, investments and tax services. We build a team of experts around you to work in collaboration and help coordinate superior outcomes.
Get started on the path to financial security.
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