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Financial Planning

Financial Planning

FINANCIAL PLANNING IS OFTEN EXPLORED FOR LIFE EVENTS SUCH AS SAVING FOR COLLEGE AND RETIREMENT.

A job change, business sale, divorce or inheritance comes with many questions. Financial planning also allows for the pursuit of hobbies, travel, and unique lifestyles. Are you part of the Millennial generation? Are you an individual or a family? Are you reaching retirement or starting a small business with dreams of making it big? Financial planning is right for you and you’ve arrived at the right place. Comprehensive financial planning and investment management is our specialty at Harbor Wealth Management. We have provided that as a fee-only service to individuals, families, and small businesses since 1988 from our locations in Boulder and Denver, Colorado. We can do the same for you. At Harbor Wealth Management, we are uniquely qualified to help you reach your goals:

We are a member of the National Association of Personal Financial Advisors (NAPFA)

We share the organization’s commitment to the highest of professional standards and offer conflict-free advice to every client.

CERTIFIED FINANCIAL PLANNER™ Professionals

They start with you, your goals, your needs, your attitudes and your opinions. Building upon this foundation, we work closely with your other advisors to deliver a custom comprehensive plan.

The plan is the first step

Our CERTIFIED FINANCIAL PLANNER™ Professionals continue working closely with our clients to build and solidify the fiduciary relationship that comes from handling their financial affairs.

We believe that the implementation of the plan is as equally important as its development and delivery

These steps go hand-in-hand, and we’ll work diligently to ensure that your financial plan continues moving forward, closer to your goals and dreams. For more information on how we can provide a better wealth management experience, see our Investment Management and Life Events pages. CONTACT OUR BOULDER OR DENVER, COLORADO OFFICES TODAY