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Our Services

Save Money with in-House Tax Preparation

Our tax preparation services are closed to the general public and is provided exclusively to our comprehensive retirement income, tax, and investment planning clients, and their immediate families.  You'll have our expertise on your side to help you take advantage of additional tax deductions, credits, exemptions and adjustments available to you. Our tax advisors will help to find ways for you to minimize your taxable income while also building long-term solutions that may lead to greater tax savings down the road.

Leave a Legacy for Your Family with Estate Planning

Ensure that your wealth is passed on to your loved ones—and not Uncle Sam. Our estate planning attorney will meet with you for a complimentary consultation to provide professional guidance on wills, trusts and other estate planning matters, so your heirs will be left with the legacy you intended leave them.

Enjoy Your Golden Years with Retirement Planning

Understanding your options and preparing now will enable you to enjoy greater financial clarity in your retirement years. Our advisors will perform a detailed personal assessment following a process looking at goals, finances, taxes and your future to help you determine when to retire. As a result we can create a comprehensive plan for your retirement that address your income, tax planning,, wealth management and estate planning needs in retirement.

Reduce Your Cost of Living in Retirement

Our advisors will review your finances and identify opportunities to reduce your retirement expenses. Improvements may include cost reduction in several areas such as annuities, life insurance, long-term care, Medicare and investments.  We have found that many people can reduce the costs of many of these services, while also keeping or increasing their current level of benefits.

Utilize an Effective Wealth Management Strategy for You

We have a strong feeling that many people are not getting the investment planning and wealth management that they believe they think they are paying for.  Our investment advisor representatives will help you to analyze your current assets and investment strategy, assess your risk tolerance and educate you on whether we have a strategy that we believe would be better suited for you.

Manage Your Future with Comprehensive Financial Planning

Approaching your planning needs holistically, our comprehensive financial planning process covers all of the services listed above: tax planning, estate planning, retirement planning, income planning and wealth management. By integrating your comprehensive financial plan, we'll help you find innovative ways to manage your finances while planning for the future and instilling confidence that you are on the desired path to achieving your goals.

Harbour Investments does not offer tax or legal advice