It would be an understatement to say that many of us live fairly fast-paced lives. Our families and careers require much of our attention and by the time we get a chance to relax, we hardly feel like turning to our to-do lists. But there is one “to-do” that shouldn’t be ignored and that’s creating a plan for your money.
At Harbor Wealth Management, we know you are busy. That’s why we do everything we can to make financial planning as simple and convenient as possible, so you can be confident knowing that your finances are taken care of and on the right track.
The Convenient Choice
What if I told you that 30 minutes could have a significant impact on your financial future? Even better, what if I told you that you can easily and conveniently schedule a 30-minute free introductory appointment with me? We live in a digital age, with most of us managing our lives from a mobile phone or computer. That’s why we’ve created a way for you to jump-start your financial plan by booking an appointment with me online!
How does it work? It’s simple. Choose a day and time on my online calendar that works best for you. No more waiting on the phone while a receptionist tries to find an appointment slot that works for both parties.
Then we’ll take some time to get to know each other and I can show you how your financial goals are more attainable than you think! Schedule a phone call now and take the first step to setting yourself up for the most secure financial future possible.
About Jeremy Smith
With nearly two decades of experience in the financial services industry, Jeremy Smith serves as a dedicated and knowledgeable financial advisor and the founder of Harbor Wealth Management. He specializes in serving retirees, pre-retirees, small business owners, and widows, providing a comprehensive array of investment management and financial planning services. Jeremy aims to serve his clients as a financial guide who is here for their every need, helping families find lasting plans so they can focus on what matters most to them. To learn more about Jeremy, visit www.myharborwm.com or connect with him on LinkedIn. You can reach Jeremy directly at firstname.lastname@example.org or by calling his office at 985-605-7185.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. You should discuss your specific situation with the appropriate professional.