Seasoned Financial Veteran Chad Hargis of Melbourne Dedicated To Your Success
By Space Coast Daily // February 22, 2016
30 year resident of Brevard County
Coming from a big family, and as a father of five, Chad Hargis knows firsthand that family financial matters are not cookie cutter situations.
As a seasoned financial veteran, he launched Hargis Financial in 2013 with the vision of an independently-managed firm that offers personalized, unbiased financial advice.
“Understanding a client’s unique situation and determining what is best for each individual and their family – with a plan they are comfortable with – is what makes Hargis Financial unique,” said Hargis.
“I take the time to fully listen. I ask questions and provide guidance. I don’t simply check off boxes and call it a financial plan. When clients work with me they are not a number – they become a valued part of the family’ Hargis added.
Hargis is a 30 year resident of Brevard County. A proud graduate of Satellite High School, he earned his Bachelor of Science degree from the University of Central Florida.
He worked at A.G. Edwards, UBS Financial Services and Ameriprise until Hargis Financial was born in 2013.
Hargis combines his extensive experience with research-based processes to assist with all phases of a client’s financial life.
HARGIS FINANCIAL SERVICES INCLUDE:
• Personalized Financial Planning,
• Preserving Wealth in Retirement,
• Investment Management,
• Estate & Legacy Planning, and
• Protection Planning.
“I use a process called 360 Wealth Management. It is grounded in data, research and analysis,” said Hargis.
Every client has different needs.
“I can incorporate investment management and financial planning into one customized blueprint to work toward financial success,” said Hargis, who is a firm believer in customizing his recommendations to a client’s specific situation.
“My disciplined, highly diversified investment approach is supported by decades of research from 8 Nobel-Prize winning economists.”
“A cornerstone of financial planning is recognizing that each individual’s life situation is unique. Personalized service is key to matching clients with the right financial products. Clients are more likely to reach goals if their portfolio is designed specifically for their needs.”
Hargis and his wife Brooke have five children, and he greatly enjoys coaching and sponsoring his children’s basketball and baseball teams. In addition to sports, he’s been a proud supporter of Candlelighters of Brevard since 2006.
As a Financial Advisor for nearly fourteen years, he enjoys helping clients in every stage of life.
“Regardless of whether clients need help with debt reduction, ensuring they are financially prepared for retirement, or incorporating appropriate estate planning measures to ensure their families are well protected is what drives me,” said Hargis.
“Getting to know each client on a personal level and making a positive impact in their life is the part of the business I really cherish.”
For more information, please call Hargis Financial, LLC at 321-837-3629 or visit HargisFin.com