Our Mission: If you need retirement plan or individual wealth management help, then you have come to the right place. As an independent investment consulting firm, Harbor Retirement Planning specializes in partnering with corporate and individual clients to deliver and manage their retirement plan strategies. It is our commitment to always be completely open, candid and honest with you. Providing the highest quality service is our paramount objective.
Comprehensive Financial Services and Strategies
Harbor Retirement Planning presents a wide array of tools to provide plan sponsors with the highest quality retirement programs and help individual investors effectively pursue their desired retirement lifestyle.
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Purchasing homeowners insurance is critical for protecting your home.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Don't let procrastination keep you from pursuing your financial dreams and goals.
Gaining a better understanding of municipal bonds makes more sense than ever.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your capital gains tax.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.
When do you need a will? The answer is easy: Right Now.
Investors seeking world investments can choose between global and international funds. What's the difference?
Are you ready for retirement? Here are five words you should consider.