Megan Miller, CFP®, CDFA® recently spoke with Adam Shell about Harbor Wealth Management’s Young Professional service model. Young professionals have different needs and challenges than those well into their career or nearing retirement. Harbor understands these unique needs and has developed a model specifically for the young professional that focuses on planning for the future, defining personal goals and beginning to build wealth.
Take a look at the Investor’s Business Daily article here: “5 Ways Financial Advisors Can Land Millennial Clients”
If you would like to find out more about Harbor Wealth Management’s Young Professional service offering give us a call at 303-939-8788 and schedule a free consultation.