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300 Fifth Ave
3rd Floor
Waltham, MA 02451
781-229-2300

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Dierdre Collins

 
Investments Surprises Extended Care: A Patchwork of Possibilities When Special Care Is Needed: The Special Needs Trust

Harbor Strategies Group is an organization that consists of advanced planning professionals who combine varying levels of expertise in multiple planning disciplines, servicing high net worth individuals, small business owners as well as professional practices. Our areas of expertise are Insurance, Wealth Management and Succession Strategies.

HSG offers a consolidated, unbundled approach to insurance, wealth management, and business succession strategies with special emphasis on minimizing the eroding effects of taxes wherever possible. Their ultimate objective is to exceed your highest expectations.

Our Mission Statement

Our clients will always come first. We will embrace your priorities, objectives and concerns. We will know and fully understand your personal and financial situation before we provide you with the highest quality information, services and products tailored toward your specific and unique situation.

Our ultimate objective is to exceed your highest expectations.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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