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Our Services

We provide much more than investment management because we understand that in today’s volatile financial marketplace, investment management alone will not help you reach your long-term financial goals.

Through a variety tools and techniques that we carefully select, implement, and monitor on your behalf, we offer steady guidance amidst the complicated and ever-shifting financial environment.

We strive to make complex financial strategies simple to understand. We want to help you make smart, informed financial decisions that could give you confidence for your financial future.

Through our unique and exclusive 5-Step Process, we help you keep your objectives in sight and measure your progress to keep you on track.

Our commitment to you is unwavering and we welcome the opportunity to become your trusted advisor to guide your journey towards financial prosperity.

 

Below is a glimpse at just a few of the many services included in our Standard of Care:

Plan Your FutureProtect What’s YoursManage Risk EffectivelyBuild Your Legacy
    • Assist you in articulating and prioritizing your financial opportunities

    • Uncover any blind spots and suggest creative alternatives that you may not have considered

  • Measure your performance by how well you’re reaching your goals and your objectives (based on your actual results rather than on a standard benchmark)
    • We can help ensure that you have taken the proper measures to protect your assets

    • Identify where you may be unnecessarily transferring funds away from your Circle of Wealth©

  • Explore how we can help you achieve your objectives with less risk and increased reward
    • Provide you with an Investment Risk Analysis to determine your personal risk tolerance

    • We can help uncover the gaps in your portfolio between where you are and where you’d like to be

  • Manage your portfolio risk more effectively to help ensure that your investments are meeting your objectives
    • Create a rock-solid estate plan that can be easily adapted dependent upon the current climate of tax law*

    • Illustrate how you can take full advantage of tax breaks the code offers*

  • Assist you in the continuity of your family’s financial plan through generations

*Harbor Financial Services, LLC does not provide any tax advice.

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