The Harmony Financial Strategies® Client Commitment
Integrity | Experience | Service
To earn your trust, we deliver on our promise of exceptional service and integrity.
Our advisors are CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioners and Certified Investment Management Analysts (CIMA®) committed to practicing with the highest degree of ethics, honesty, transparency and confidentiality.
Knowledge and Experience
With advisors holding the Accredited Domestic Partnership Advisor (ADPA®) designation, we are well-equipped to work with all non-traditional families (LGBT, Domestic partners etc.). We are aware of the challenges, laws and regulations that impact retirement and estate planning, wealth transfer, and taxation, so you can be confident that your needs will be understood and thoughtfully explored.
We stay in touch with you regularly to respond to your changing circumstances and priorities and to keep you updated on your investment progress. Your questions are important to us, so we return your calls personally and promptly.
As an independent firm, we have no proprietary products to sell or sales quotas to meet. This means you are free to select from a broad array of investment products, not a narrow selection from a single firm. Our access to the latest technology and extensive independent research enables us to offer you conflict-free investment recommendations.
To help you build a solid foundation for your financial future, we provide the following services:
- Financial planning
- Retirement planning
- Asset allocation and diversification advice
- Education funding
- Estate planning
- Insurance planning/Risk management
- Tax planning
- Investment management
- Legacy planning
- Company retirement plans
Contact Us today to schedule a no obligation consultation.