Donohue-Hart-Thomson Financial Group
Specifically, Donohue-Hart & Associates is a company comprised of independent professionals. While each specializes in a different area of financial services, every member of the team is available as a resource to each other. To you, this means the Donohue-Hart professional with whom you build a personal relationship will oversee and coordinate as much or as little of your planning and implementation of that plan as you like, including accessing the expertise of the other team members if appropriate for your unique financial situation. With the best interests of clients as the focus of all we do at Donohue-Hart, you can count on us to assess your situation and determine the best course of action. This includes recommendations of investment opportunities and tax strategies that may most effectively leverage existing assets. We can also implement investment* and risk management plans, and coordinate with your accountant, attorney, insurance agents or other advisors as you request-all to help achieve your financial goals. Donohue-Hart also provides comprehensive employee benefits services-from planning to assisting clients with claims issues. Other common services of this department include pension plans and executive carve-out programs.