Wealth Management | Investing | Financial Planning

Life Events

Life brings many challenges and milestones and most of them have financial ramifications.

Harbor’s staff has extensive experience guiding clients through the following:

  • Retirement
  • College planning
  • Marriage
  • Divorce
  • Legacy planning
  • Career change
  • Family loss

There are a number of important choices that confront you when navigating these life events. We are here to help guide and organize you and act as a sounding board as you make your decisions. 

Contact us to see how we can help.