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Helping build your legacy, one asset at a time

At Harbor Summit Financial, we help you identify and coordinate your goals for your work-life, retirement, and legacy, and develop a strategy toward meeting them. We take a holistic view of your personal situation and investments, demystify your options and potential opportunities, and help you construct a customized financial plan.

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Global Portfolio Strategy | March 7, 2022

Global Portfolio Strategy | March 7, 2022

LPL Research continues to favor cyclical sectors in general for 2021 based on the early cycle stage of the economic expansion.

Client Letter | Navigating Geopolitical Tensions | March 3, 2022

Client Letter | Navigating Geopolitical Tensions | March 3, 2022

As difficult as geopolitical events may be, LPL Financial explains how these periods usually end up representing good buying opportunities.

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