Published by Ben Goethel
An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. Read more
Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Harbor Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Harbor Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
Tell us a little more about your investment objectives and level of comfort with risk.
Please provide your name and email and we will have an advisor contact you.
Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
Our disciplined investment processes bring customized strategies to your portfolio designed to accomplish your goals. Learn More
Your team at Harbor Wealth Management will evaluate your current risk exposures to make sure you are protected against life’s unexpected twists and turns.
Our team of in-house CPA’s will implement strategies to optimize your income and investments through proactive tax planning. Learn more
With a clear understanding of your entire financial picture, we provide 360° of guidance that leads to clarity, peace of mind and measurable results. Learn more
Sit down with our estate planning professionals to design a plan that maximizes your assets while minimizing taxes and probate as much as possible. Learn more
Harbor Wealth Management, LLC’s mission is to help families build, maintain and protect their assets by following disciplined and transparent processes, resulting in clarity, peace of mind and measurable results. Our commitment is to provide the highest level of service for our clients in financial planning and investment management. We’re here to help guide you on your journey to financial security, so you can focus on what matters most in life.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Headquartered in Green Bay, Wisconsin, Harbor Wealth Management has the support network of advisors across the country. Contact us today to speak with one of our wealth advisors.
Global stocks retreated marginally for the second week in a row. The S&P 500 fell 0.1%, and the MSCI ACWI slipped 0.2%. Bonds rose as the Bloomberg BarCap Aggregate Bond Index shed 0.2%.
Markets were disrupted by news from manufacturing giant GE that it plans to restructure its business. Read more
Last Thursday House GOP leaders unveiled the Tax Cuts and Jobs Act (TCJA), a tax plan that proposes a broad overhaul to the corporate and individual tax system, building from the framework announced in September by the White House and House GOP leaders. The TCJA proposes to create more jobs, grow paychecks and bring fairer taxes to American families. Read more
Published by Beth Schanou
Everyone can benefit from some form of financial planning. Not all plans look the same because we are individuals and have unique needs, but the need for some amount of planning is present for every age group and financial status. Often this can be difficult to embrace because in order to plan effectively, there is a need to open up and share personal information including finances and goals. This isn’t always easy. Read more
For Millennials, managing life and finances comes with challenges, especially those like balancing college debt with home ownership and having important goals like saving for retirement. Download this whitepaper for tips on how Millennials can get started on the path to the confident financial future that they seek.
Published By Brett Carson
Last year saw financial markets alternating between an uneasy calm and turbulence, with 2017 expecting much of the same. Developed markets are facing a paradigm shift as the U.K. initiates its exit from the European Union and the United States’ transition to the Trump administration brings political and policy risks to the fore. Read more
Do you know someone who has recently been dignosed with dementia or is currently living with this disease? Watching a loved one lose their independence, memories and financial well-being is very difficult. It’s important to know there are many resources and tools available to you. This infographic shares 10 ways you can help your loved ones financially prepare for the impact of dementia. Read more
Global stock markets edged slightly lower after reaching new highs earlier in the week. The S&P 500 and the MSCI ACWI both slipped 0.2%. Bonds fared worse, as the Bloomberg BarCap Aggregate Bond Index shed 0.4%. Even with the slight decline, the S&P 500 and the MSCI ACWI are positive for November. Read more