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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
What to Look for in a Long-Term Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Are Women and Financial Strategies a Mismatch?
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
Tips on insuring your teen driver.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Calculating your potential Social Security benefit is a three-step process.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are hundreds of ETFs available. Should you invest in them?
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Investors seeking world investments can choose between global and international funds. What's the difference?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”