Your Story Is One of a Kind.
Your Plan Should Be Too.

No two journeys are the same—your dreams, your struggles, your wins are yours alone. We take the time to understand what matters most, so we can help you protect it, grow it, and pass it on.

Humanitas Financial is a full-service Financial & Retirement Planning firm serving the unique needs of Educators, Public Employees, Business Owners, Individuals, and Families.

You dedicate your time and energy to serving others. We dedicate ours to building financial solutions that truly work for you.

Our mission is to listen thoroughly and ask the right questions to uncover your true objectives. Only then do we craft a personalized Roadmap—one that helps you hit your targets at every stage of life.

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