What I believe – Our Mission
I started Harwood Financial Group to provide an intimate, personal service that helps our clients grow and manage long-term wealth. We do not strive to be like other financial firms. That would just not be good enough. Our goal is to stand out in a crowded market. Together, we will create a plan designed to achieve your personal goals. My team and I are here to develop a financial plan that is centered on your goals and aspirations. We will design, employ, and implement your plan, reporting to you on a regular basis.
Who I Am – A Unique Perspective
I want to take a moment to introduce you to my family; my wife Ana, and our children Sofia and Adam. Like all of my clients, family is also my most valued asset. My personal and professional choices reflect not only the values I had growing up, but also my discipline as a pilot and officer in the United States Air Force, my dedication as a father and husband, and my devotion as a trusted financial professional.
I care about the process of helping people achieve success, the significance of their desired life and financial outcomes, and the life-altering consequences of not protecting against risk.
As a pilot and officer in the USAF, I learned many lessons that I now apply to my personal and professional life. The military stresses a value system that puts family, country, and others before self. It teaches people to lead, not just to follow. These are all great lessons that I continue to respect and follow. (Sofia tells me she wants to be a pilot and a doctor; I am good with both of these.)
WHY AM I SHARING THIS WITH YOU?
If you are reading this, you're likely searching for and considering a new financial professional to plan, protect, and manage your lifetime financial security. It's important to know the person behind the logo and the company name. It's important to know who they are and what shaped them. It's important to know these things because your lifetime savings and future financial security are on the line. No matter how much money you have, it's always at risk if it's not well positioned and protected. We understand the implications of not planning ahead, not having discipline, and not having dedication to the finest details. As a jet pilot, a lack of any of these characteristics could result in the greatest sacrifice – life.
There are ways to build a solid financial future and it starts with surrounding yourself with the right advice-givers, people that have the knowledge, education and resources to help guide you through what hopefully will be a long and enjoyable retirement.
I hope this website is able to give you insight into who we are and how we can help you achieve your personal financial goals. We appreciate the opportunity to assist you with your financial goals. I am confident that we can show you a better way.