Our Services

Donohue-Hart-Thomson Financial Group offers comprehensive financial planning services that are tailored to the unique needs of each one of our clients. We are proud to provide personalized solution-oriented services that are relational, holistic, and client-focused. Whatever your financial planning needs happen to be, Donohue-Hart-Thomson Financial Group is standing by to help you achieve them.

Financial Planning: Today may be certain, but tomorrow is anything but. Donohue-Hart-Thomson Financial Group supports clients in all stages of life, with financial planning services that deliver peace of mind in a world of uncertainty.

• Comprehensive Retirement Planning
• Cash Flow “Your Spending Plan”
• College Planning
• Estate Planning
• Money Management
• Risk Management
  
• Tax Reduction Strategies
• Investment Services Include Management and Trading in:
  
  • Common Stocks
  • ETF’s
  • Mutual Funds
  • REITs
  • Brokerage Accounts
    
• Variable and Fixed Annuities
• Qualified Plans to Include: Traditional IRA’s, Roth IRA’s, 401(k), 403(b), SEP and Simple IRA’s
• Non-Qualified Investment Accounts

Group Insurance: Ensuring the proper care of your employees is one of the best benefits you can provide. Donohue-Hart-Thomson Financial Group specializes in group insurance plans that deliver exceptional care in support of your bottom line.

• Medical
• Dental
• Long-Term Care
• Life
• Disability

Individual Insurance: As an individual, it is important to protect yourself and your family. Part of that protection means preparing for life’s unknowns. With Donohue-Hart-Thomson Financial Group, secure your future with individual insurance plans.

• Medical
• Dental
• Long-Term Care
• Life
• Disability