We can help you make well-informed decisions for your retirement strategy.
GREAT LISTENERS, STRIVING FOR EXCELLENCE
At Harwood Financial Group, we value prompt, personalized communication. As our client, you will always have a dedicated point of contact who is interested in listening to you. We will happily sit with you on a regular basis to review your financial strategy. What’s more, if you have questions, just give us a call, and we’ll make sure your questions get answered promptly.
What we do
As wealth managers, our full-service approach includes:
We also can prepare the following reports for you, at no charge:
Investment Risk Analysis:
We will review your existing investments to determine your level of exposure to financial risks. We will point out areas of concern and offer ideas on how to address those issues.
Tax Review and Analysis:
We will look for ways that may help you to reduce your tax obligations, both now and in the future.
Estate Transition Plan Review:
We will review your current estate plan and provide recommendations that may help to preserve your estate. This review involves creating a financial legacy that honors your personal values and potentially minimizes the tax burden placed on your heirs.
Complimentary Financial Plan:
The end result of our meetings is a written financial plan that addresses your unique concerns and goals. It includes a thorough analysis of your current investments as well as a comprehensive income analysis, suggested allocations and recommendations that may enhance your portfolio.
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.