Derek Hartmann - Wealth Advisor at Fraser Wealth Management

10/20/2026

A Roth IRA has some great benefits, but does it make sense for you and your specific circumstances? Reach out and let's discuss if it might benefit you and your financial picture.

10/14/2026

Are you considering opening a Roth IRA? Maybe you already have one? Here are a few details on what could be a very valuable piece of your financial planning puzzle.

Let me know if you have any questions, and have a wonderful Wednesday! 😎

10/10/2026

This weekend, my wife is away, so the kids and I get to spend lots of time together! 😎 It started with this picture and softball practice this afternoon, and finished with dinner and Ghostbusters 1 and 2 this evening (I Ain't Afraid Of No Ghost), before a bedtime story. 👻🧟📖

As a father, husband, and financial planner... These times together are an often reminder that financial planning is about far more than accumulating dollars. It's about purposefully building a life where you have the time, freedom, and flexibility to enjoy the people and things you value the most. ❤️

Maybe that means retiring a little earlier. 🗓️Maybe it means being able to cut back on work, paying down debt sooner, taking more family vacations, or simply better utilizing the free time and energy that you currently have.

Whatever your version looks like, it's worth having a plan to get there. Always here of you'd like to have a discussion on how I might help. 📱📞📨

Have a wonderful weekend all! 🌞🎃

10/07/2026

I was able to get out and early vote in McHenry County today! Easy process with lovely folks working the polls. Don't forget to get out and vote! 😎🗳️☑️

09/05/2026

Gone fishing! See y'all Tuesday! 😊

Be well all!

09/01/2026

I've shared before, my love for competitive mini golf. Well here is an accessible event being put on for those in wheelchairs! If you know someone or an organization that might know someone, please share! It's going to be a fun event. 🎉

1st Annual Kenosha (WI) Wheelchair Mini Golf Championship! ♿️⛳️

September 26, 10am
America's Action Territory

2 Rounds (36 holes)
1st Prize: $100
Awards for 1st, 2nd & 3rd

Entry fee: $30

Register: https://www.mcminimasters.com/wheels

08/27/2026

Financial Independence.... It's a term and goal that can open up many other opportunities in one's life. Do you know what it means? Is it your focus? How could it change your life?

Today, I talk about financial independence (not retirement)and why you should be incorporating it into your goals and plans.

08/25/2026

Not financial planning related, but absolutely the best part of my weekend was Greyson's first tee ball practice! 🥰 He's been so excited, hitting balls off the tee in the basement and practicing his fielding. He's obsessed and I love it!

08/19/2026

How does summer go so quickly?! These two kids of ours, are getting older, taller, smarter AND sassier. 😂

Wishing them and all the other students going back to school, a wonderful year!

And a big thanks to all of the teachers out there. You are special people and we appreciate the knowledge and guidance you provide, while keeping the kids safe, happy and learning.

Here's to a great year for everyone! ❤️

08/18/2026

Today... A quick note about financial coordination and striving for financial independence!

Please reach out if you'd like to have a discussion.

Have a wonderful week!☺️