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.
What is the Value of Your Business?
Ascertaining the value of your business is important for a variety of reasons.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
For homeowners who think their property taxes are too high, there are ways to appeal.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate your monthly and annual income from various IRA types.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Assess how many days you'll work to pay your federal tax liability.
This calculator helps estimate your federal estate tax liability.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Do you have causes that you want to support with donations? Here are three tips.
When should you take your Social Security benefit?
Around the country, attitudes about retirement are shifting.
How do the markets usually react to elections? Was the 2016 election any different?
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.