Harbor Financial, Inc. is a specialized financial services company working with busy entrepreneurs and executives.  We start by analyzing their current situation and developing an individualized plan to work towards their personal financial and life goals. Our team of experienced professionals work together to help you navigate the financial map and make informed, decisions leaving you feeling confident. 

We will work with your other professionals, CPAs, and attorneys to provide a comprehensive professional planning service to you.  Your professional will become a partner in the financial planning process with Harbor Financial, Inc.  Using a team approach and established professionals, we guide our clients through the stages of creating and adhering to a sound financial plan. 

 

We serve busy executives & entrepreneurs who create wealth for others and need help managing their own finances; through our commitment to trust, integrity, and accountability.

We help our clients work towards their hopes, dreams, and goals so they can focus on what is important in their life.

We do this with highly customized and tailored solutions for your specific needs by blending professional human advice with robust technology through our virtual advisor framework. 

If so, the first step is to see if you fit the profile of the people Whom We Serve, if you do then the next step is to schedule an introductory virtual meeting to get acquainted.

Schedule a virtual introductory chat

If we agree that working together makes sense, we will begin the process of developing your personalized plan.