Services

Humanitas Financial is a full service Financial & Retirement Planning firm serving the unique needs of Educators, Public Employees, Individuals, and Families. You dedicate your time and effort to the service of others. We dedicate our time and effort to building financial solutions that work for you. Our mission is to work with you to develop a plan for you to reach your goals.

Whether you are preparing for retirement, your child's education, estate planning, or a home purchase ...we specialize in making sure you have a roadmap to accomplish your goals at each stage of life.

Our diverse offerings include the following:

  • Retirement
  • 403(b)
  • Roth 403(b)
  • 401(k)
  • Roth 401(k)
  • Traditional IRA
  • Roth IRA
  • Rollovers
  • Annuities
  • Life Insurance
  • Long Term Care (LTC)
  • Trust & Estate Planning Services
  • Mortgage Services*

    * Mortgage Services offered on a referral basis through our licensed Mortgage Partners
<strong>Educators &#38; Public Employees</strong><br/>

Educators & Public Employees

You dedicate your time and effort to the service of others. We dedicate our time and effort to help build financial solutions that work for you. Whether you are planning for retirement or your child's education, Humanitas provides solutions to help educators and public service employees build savings throughout their careers, and in turn helps them have predictable income that lasts throughout all the years of their retirement.

<strong>Individuals &#38; Families</strong><br/>

Individuals & Families

Regardless of where you are in life, there is probably a lot going on. Taking care of your financial needs may not be top of mind. That’s where Humanitas can help. Whether you are planning for you or for your family as well, we have a variety of financial solutions to help you meet whatever your goals may be."

<strong>Financial Technology</strong>

Financial Technology

We use cutting-edge financial technology (FinTech) applications to assist with managing your account. We provide FinTech services to you so that you can see a 360 degree view of your finances in real-time and with future projections. From virtual meetings, messaging, secure email, digital planning, and investing tools to printed reports and snail mail, our services are provided across multiple platforms and can be accessed in the way that is most comfortable to you.


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