We’re always seeking
a better...
to help you achieve your financial goals.
THE HARWOOD WAY we
PUT YOU FIRST
At Harwood Financial Group, we uphold our professional obligation as fiduciaries to act on your behalf and to always put your interests first. In fact, we followed this professional standard long before it became a requirement.
What’s more, we take a holistic approach to investing and financial management, so you have the comfort and knowledge that your financial life will be managed in a conservative and well thought out manner. We do this by integrating your finances, taxes, insurance and estate planning needs.
For us, it comes down to growing and preserving your wealth so that you can enjoy your retirement and the fruits of your labors. That’s our job, and we do it well. If you want to secure your financial future, let us show you how.
INVESTING for RETIREMENT THE ULTIMATE GUIDE TO NOT OUTLIVING YOUR MONEY
We’re living in challenging times, with financial markets in flux, a ballooning deficit, political uncertainty and an aging population.
Robert Harwood’s book is your guide to weathering the storms — and making good financial decisions in any economic climate. Whether you’re already retired or saving for that day, this book will help you identify the weak points in your current financial plan and implement strategies to keep your finances simple and safe!
The Harwood Guarantee
We believe every investor deserves accountability. If for any reason you are not totally satisfied with our services during your first year with our firm, we will refund 100% of any fees that you may have paid to our firm during our initial time together.* We call this the Harwood Guarantee.
You won’t find this kind of accountability everywhere. But you will find it here.
SCHEDULE your APPOINTMENT
Request your appointment using the form below, and we’ll reach out to you as soon as possible to schedule a meeting time.