What We Do

We are wealth managers and we help financially successful people navigate the challenging financial markets so that they can benefit from their endeavors and enjoy their time in retirement. We are a full service organization, from wealth management and tax reduction strategies to asset protect and estate transition planning. We do not measure our level of services against other financial firms- that just wouldn't be good enough. We strive to lead our industry in excellence.

As Fiduciaries we work for you. Your assets are custodian at well-known firms such as Fidelity and TD Ameritrade. Through our arrangements with these firms we will be able to manage your finances in a manner that is aligned with your goals. We will not earn commissions from the assets we manage; we are simply paid a flat fee based on the assets we manage. When you do well, we do well.

At Harwood Financial Group, we value timely and personalized communication. As a client, you will always have a dedicated point of contact providing personalized attention. We will be available to sit with you on a regular basis and if you have questions, just call and we will make sure your questions are answered promptly.

One of the valuable tools we offer to our clients is an on-demand reporting program called eMoney. This program provides an online "dashboard" to your finances allowing you to bring together all of your financial accounts into one convenient dashboard. You will be able to view all of your financial accounts, banking and credit card information in one convenient location. eMoney will provide you with online access to all your statements and the ability to quickly create and print reports and statements integrating all aspects of your finances. No more remembering multiple websites and logins and having to go from site to site to piece your financial life together. This service is optional and is provided free to all of our clients. It's a perfect addition to our comprehensive and transparent approach to investing.

How Can We Help You?

We offer a Complete Planning Review (CPR) that provides you with the opportunity to learn, ask questions, and to get a second opinion on your investments and finances.

 

At no charge, I can prepare the following reports for you: 


Investment Risk Analysis: 

We will review your existing investments to determine the types and level of financial risks to which you are currently exposed. We will point out areas of concern and offer you our ideas on how to fix those problems.


Tax Review and Analysis: 

We will look for ways that may be available to help you reduce your tax obligations, both current and in the future. 


Estate Transition Plan Review:

We will review your current estate plan and provide you with recommendations that may help to preserve your estate for the benefit of your heirs. This review will show you how to create a financial legacy that will help keep your personal values intact when you are gone while reducing/minimizing any taxes that your heirs may have to pay.


Complimentary Financial Plan: 

The end result of our meetings will be a written financial plan that addresses your particular concerns and goals. The plan will include a thorough analysis of your current investments and any suggested changes. It will also include a comprehensive income analysis, suggested allocations and options that are available to you to better your current investments.


 Retirement planning isn't about aggressive money making ideas, it's about establishing and committing to goals and taking the time to create a safe and secure financial plan. Your goals are the driving force behind the financial guidance our firm offers. Our job is to assist you in making well-informed decisions so that you can feel confident in your retirement strategy.

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Investing for Retirement

“INVESTING FOR RETIREMENT”
by Robert Harwood

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During our Complimentary Planning Review we’ll answer any questions, even the hard ones.

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