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Life Events

LIFE BRINGS MANY CHALLENGES AND MILESTONES, MOST OF THEM HAVE FINANCIAL RAMIFICATIONS.

It is times like these that will prompt most of us to consider wealth management as a means to achieve what we want.

One of the values that Harbor Wealth Management brings to its clients is that we’ve been there, too. We know the benefit that sound investment management and financial planning can bring to you, whether you are a young professional, middle-aged, an individual, a family or a small business. We have the CERTIFIED FINANCIAL PLANNER™ expertise available to you in our Boulder, Colorado or Denver, Colorado offices.

The Harbor Wealth Management staff has extensive experience and will guide you through the following:

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Retirement

How much should I set aside? When should I start? What’s realistic?

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College planning

What are tax advantaged ways to save? What is a 529 plan?

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Marriage

Should we have joint bank accounts? How can we work toward common goals?

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Divorce

How can one household become financially two households?

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Legacy planning

What makes up my estate? If I have a living trust, do I need a will?

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Career change

How will my career change impact my wealth management outlook?

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Family loss

How can I adjust my finances after the loss of my loved one?

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Inheritance

What is the best way for me to handle my inheritance short and long term?

Contact us today

There are a number of important questions, pathways and choices that confront you when navigating these life events. We are here to help guide you and act as a sounding board as you make your decisions.

For more information on how we can provide a better wealth management experience, see our Investment Management and Financial Planning pages.