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Our Services: Financial Management

Wealath Financial CounselMost of our clients engage us to manage and grow their investment portfolio. That's just part of what Harbor Advisory can do for you. Harbor Advisory provides financial counsel on mortgage and debt management, long-term care insurance, estate plan construction, liability insurance coverage, capital gains tax minimization and state domicile as it relates to income taxation. We also help our clients understand the economic and financial issues surrounding the following decisions:

  • Buying or selling a business
  • Buying or selling real estate
  • Career change issues
  • Charitable giving
  • Debt management
  • Education planning
  • Employment and benefits negotiations and decisions
  • Estate planning
  • Insurance decisions and planning
  • Intergenerational gifting programs
  • Mortgage decisions
  • Retirement planning
  • Tax related issues
  • Understanding your trusts, wills and other legal documents
  • Personal trustee services

Our clients frequently ask us to recommend attorney and CPA firms. We have experience selecting the professionals most suited for our client's needs but Harbor Advisory has no affiliation with the firms that are selected.