Herbert L. Hartso III, MDRT Financial Planner by hhab2910


									Herbert L. Hartso III, MDRT
Financial Planner

“I help people make important financial decisions by carefully looking at their personal situation
and passionately presenting a clear financial plan that is in their best interests.”

Herb Hartso has a passion for financial planning and helping people. He is a current
qualifying member of the Million Dollar Round Table. The Million Dollar Round Table
(MDRT) is an international, independent association of the top 1 percent of the world's
most successful financial services professionals from 491 companies in 87 nations and
territories.                                                                                           Herbert L. Hartso III
Herb and his team work with individuals and businesses, helping them in areas such as                Licenses
capital preservation*, asset management*, tax deferred investments*, alternative                     • FINRA Series 7
investments*, term and permanent life insurance, disability insurance, long term care                • FINRA Series 66
insurance, college planning, retirement planning, estate planning, and executive planning            • Life, Disability & LTC
for business owners.
                                                                                                     • Licensed Minister
The financial planning process involves 3 steps. First, Herb will gather and analyze your            Recent Achievements
financial information while discussing short-term, mid-term, and long-term goals.                    • Million Dollar Round Table
Second, he will put together a comprehensive financial plan that is tailored to your goals              Current Qualifying Member
and your best interests. Third, Herb will meet with you on a regular basis to monitor the            • Published Industry Author in
plan and discuss any changing needs you may have.                                                       LIS Magazine
                                                                                                     • Penn Mutual National Career
Herb graduated as a student-athlete from the University of Washington. He is currently a                Builder of the Year
student at the American College pursuing his ChFC, CLU, and CFP designations. Herb is                • Pacific Capital Career Builder
married to Lela Hartso and they have one son, Herbert L. Hartso, IV. They live in Renton                of the Year
and are members of Christ the King Bible Fellowship.                                                 • Pacific Capital Life Sales
                                                                                                        Leader of the Year
                  Phone: (425) 641-8788        E-mail: hhartso@pcrg.com                              • Pacific Capital Advisor of the
                           Executive Assistant- Kim Kopczynski                                          Year Silver
                                                                                                     • Pacific Capital Achiever’s Club
                                                                                                     • Pacific Capital Practice
                                                                                                        Development Achiever
                                                                                                     • Penn Mutual Leaders
                                                                                                        Conference Qualifier
                                                                                                     • Penn Mutual President’s Club
                                                                                                        Class Speaker

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