Our Mission

Enable our clients to work towards a position of personal financial independence. Our value lies in our ability to educate and fashion appropriate financial tools that compliment our clients' needs and desires, now and into the future. Long term relationships are crucial and we strive to be valued partners at every stage of our clients' lives.

 
Wealth Management Process

Working with our dedicated professional team we’ll tailor and implement a custom plan focused on your:

·        Long Term Goals & Objectives

·        Risk Tolerance Profile

·        Accumulation Power

·        Distribution Options

·        Tax Needs

·        Employee Benefits

Your advantage is to know that your money is being managed on an ongoing basis by professionals who have researched the suitable investments for your personal situation.  We look forward to providing you, your family and your business with a realistic plan to work towards your goals.

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 Securities offered through American Portfolios Financial Services Inc., member FINRA/SIPC.  Advisory Services offered through Harbor Capital Advisory Services Inc.  The Harbor Financial Group Inc., Harbor Capital Advisory Services Inc. and American Portfolios Financial Services Inc. are separate companies.