No matter what stage of life you are in, we can help you.

A goal without a plan is just a wish.
Protect your most important assets.
We navigate you through the choppy waters of Employee Benefits.
You build it... We manage it...
So you can enjoy it.
What it's like
to work with us!
Why Work With Us?

One thing is certain in life; our journeys will always take unexpected twists and turns. Many families and business owners feel anxiety when faced with the tough and challenging financial decisions needed to be made throughout their lifetime. We also recognize that our industry is not always the easiest to comprehend, with complicated products and often too many choices.

Though we are experienced in planning and wealth management, we are driven by our primary passion—serving our clients. Our long-term partnerships with clients and their families start with our understanding of what's most important to them.

When you work with Harbour Financial, you will feel the difference in our approach. We are guided by our strong moral compass and focus on deep commitment to serving our clients. It is through our values-based, multi-generational planning approach that our clients have come to rely on us as their family's sole advisor.

Our priority is to humanize the planning experience and make it a positive, personal journey for each and every one of our clients.

Our Team can also include the following professionals:

  •  Certified Financial Planners® (CFP®)
  •  Certified Senior Advisor's (CSAs)
  •  Registered Fiduciaries (RF™)
  •  Retirement Income Certified Professional (RICP®)
  •  Life, Property, & Casualty Insurance Brokers
  •  Human Resource Consultants
  •  Pension Actuaries
  •  Certified Public Accountants (CPAs)
  •  ERISA Attorneys
  •  Estate & Tax Attorneys
We're Here For You!