Let us be your guide through a vast sea of investment decisions.
At Harbor Asset Planning, we are Fee-Only Advisors who understand that in this constantly shifting economy, families and small businesses are increasingly in need of custom-tailored financial plans to help them meet their specific goals. Because of this, we are committed to developing solutions that are on target with your needs, and we implement them with discipline and confidence. As a Fee-Only Advisor, we accept no commissions or product-based compensation. All of our advice is free of any conflicts of interest.
We Provide Full Service Asset Management
Review and analyze your current holdings
Devise a financial plan to meet your objectives
Execute all investment transactions in accordance with investment plan
Monitor fund fees and charges to maintain low cost portfolio
Quarterly review of portfolio to determine if adjustments are needed
Transfer between funds to rebalance your portfolio
Financial Planning Services
- Retirement Income Planning
- Corporate Retirement Plans
- Tax Management Strategies
- Design of Investment Portfolio
- Roth Conversions
- Estate Planning
- Trusts
- Insurance Analysis
- Long-Term Care Planning
- College Savings Plans
- Small Business Strategies
