Services

Taking a comprehensive view of your situation, financial requirements, investment preferences, and special circumstances, our team offers a wide variety of services to help you and your family work towards your goals. Whether you’re ready to buy your first house, want to fund your child’s college education, or are looking forward to retiring in a few years, we help you pursue your dreams.

Financial Advisors on the Harbor Summit Financial team offer services in the six areas defined by the Certified Financial Planning Board of Standards:
 

• Financial Planning
• Insurance Planning
• Investment Planning
• Income Planning
• Retirement Planning
• Estate Planning