This Prudential Holistic Financial Plan with Robert Hirt includes :

• Cash Flow Analysis


• Investment Analysis


• Estate Planning


• Insurance Review


• Ongoing Monitoring

About Prudential and Robert Hirt

For more than 140 years, Prudential Financial has helped individual and institutional customers grow and protect their wealth. We are known for delivering on our promises to our customers, and are recognized as a trusted brand and one of the world’s most admired companies.

Robert Hirt is in his eleventh year in the financial industry and his third year with Prudential Advisors, Mid-Atlantic Financial Group. He is a Financial Planner with the group and prides himself in supporting his clients make sound financial decisions through comprehensive financial planning and investment strategies. His clients have found tremendous value in his high touch service model to ensure they are not overlooking any aspects of financial planning and capitalizing on opportunities as they arise.

No matter where you are in life – just starting out, providing for a family, or planning for retirement – having a clear financial path can help give you confidence for the future. Let’s create a strategy that can help you meet your goals and overcome your challenges.

Call us today to get started. Our conversations may focus on these financial topics:

Asset protection and risk management
• Life Insurance
• Disability Income Insurance
• Long-Term Care Insurance

Investment and retirement planning needs
• Annuities
• IRAs and Educational IRAs
• Mutual Funds
• Managed Money Accounts
• SIMPLE IRAs and 401(k)s

Business planning needs
• Business Continuation Funding
• Executive Compensation Funding
• Key Person Insurance
• Non-Qualified Deferred Compensation
• Group Benefits

Additional support
• Financial Planning
• Asset Management
• Estate Planning Strategies