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Our Free Introductory Meeting

Do you have a feeling that you need to get started with financial planning, but want to avoid a cookie cutter approach?

Do you dream of retiring on your schedule, but aren’t sure how to plan for the transition?

Do you have specific questions about your investments?

 

Throughout life, you have endless opportunities, but unless you have a strategic plan, it can be hard to ensure you have a port from which to venture out and to establish your ideal place to dock.

At Harbor Wealth Management, we want to help you embark on a journey to your goals and find safe harbor. Through tailored risk assessment and careful planning, we’ll work toward helping you live the life you’ve imagined.


In our free 30-minute introductory phone call, we’ll discuss:

  1. Which financial issues are currently causing you stress or feelings of uncertainty?

  2. What questions do you have about your financial future?

  3. What are your concerns or goals when it comes to investing?

  4. How do you envision your retirement?

During our discussion, we’ll answer any specific questions you may have and take the time to learn about yours values, goals, and objectives. We’ll also share our disciplined, five-step approach to wealth management. Our holistic process helps ensure our strategies are tailored to your needs as we implement and manage them for years to come.

As your advocate, we strive to advance your best interests, enhance your understanding, and navigate you towards a stronger financial future. Whatever you hope to achieve, we make it our mission to simplify the complexities of your financial life so you can focus on what matters most.


Schedule your free 30-minute introductory phone call today!

You may also call 985-605-7185 or email jeremys@myharborwm.com.