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.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Insurance Needs Assessment: When You're Young and Single
Even if you’re young and single, you should still consider protecting yourself.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Bonds may outperform stocks one year only to have stocks rebound the next.
Beware of these traps that could upend your retirement.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Being healthy not only makes you feel good, it may also help you financially.
When to start? Should I continue to work? How can I maximize my benefit?
Assess how many days you'll work to pay your federal tax liability.
This calculator demonstrates the power of compound interest.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Understanding the cycle of investing may help you avoid easy pitfalls.
Here’s a quick guide to checking to see if you have unclaimed money.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
You’ve made investments your whole life. Work with us to help make the most of them.
Taking your Social Security benefits at the right time may help maximize your benefit.