UNPARALLELED SERVICE: FEEL THE DIFFERENCE
From the moment you walk in our door, you will feel the difference.
We do not measure our level of services against other financial firms; that just wouldn’t be good enough. We strive to lead with excellence. From our CPR (Complete Planning Review), to our Retirement Navigator planning program, to timely and thoughtful communication, and leading edge reporting; our unwavering commitment is to serve you and your family.
You will always have a dedicated point of contact providing personalized attention.
We will make sure that your questions are always answered and that our communications are timely. We are available to sit with you on a regularly scheduled basis. If you have questions, just call and one of our associates will make sure your questions are answered in a timely manner.
You will be provided account statements either by mail or you may access them online directly from your custodian: either Fidelity or TD Ameritrade Institutional.
We also provide on-demand reporting through eMoney. eMoney is an online tool that allows you to view all of your accounts on one statement, make projections and track expenses. This is complimentary for all our clients and it is a valuable tool that will help you track your progress and understand exactly where you stand, anytime, anywhere. It’s a perfect addition to our comprehensive and transparent approach.
YOUR PLAN: A MUST HAVE
Helping you achieve your financial goals is our number one priority.
We will take the time to get to know you, what you want to achieve and your concerns about getting there. Once your needs are understood, a customized written financial plan, your RETIREMENT NAVIGATOR, will be created for you. The plan will include a thorough analysis of your current investments and our recommendations.
WE ARE FIDUCIARIES, NOT CUSTODIANS OF YOUR MONEY
As a privately owned independent firm and fiduciary, we act on your behalf. We are not a large brokerage house with alternate goals and profitability commitments. For your security and peace of mind, it's important for you to know that we use a financial custodian to hold your money. We simply make portfolio recommendations, monitor and adjust your investments as necessary through our arrangement with these custodians. You will benefit from our pricing, our financial management, and our ability to access institutional quality investments. By working with Harwood Financial Group you will have the security of knowing your money is custodian by a large well known firm. You also have the option to utilize either of two trusted providers, Fidelity or TD Ameritrade Institutional as the custodian of your Investments.
TRANSPARENCY: BE IN THE KNOW
We are fee-based Investment Advisors and earn our fee by watching over our clients' best financial interests, by making recommendations that are always in their best interests and by adding to their financial success, whether you are already retired or saving towards retirement.