Our Mission begins and ends with you - creating a plan that fits your dreams, your goals, your life.Learn More
Our process guides you through all areas of your financial life and covers all concerns you may have about your financial future.Learn More
Meet Your Team
A collective 115 years of diverse experience means your unique needs are covered by years of expertise.Learn More
Understanding Today's Financial Environment
Harbor Wealth Management is an independent wealth advisory firm that provides comprehensive financial solutions unique to each family. We work as a team, with experts in Investment Management and Retirement Planning, Estate Planning and Tax Planning, Education Planning and Risk Management. This means you have 115 combined years of experience under one roof, helping your family find customized solutions to all of life's financial challenges and opportunities.Contact Us
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
When considering life insurance, it's important to understand your options.
To choose a plan, it’s important to ask yourself four key questions.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator helps estimate your federal estate tax liability.
Estimate how much you have the potential to earn during your working years.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There’s an alarming difference between perception and reality for current and future retirees.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
When do you need a will? The answer is easy: right now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?