Help with the essentials, and More

Everyone deserves access to the fundamentals of retirement planning. That's why we offer all our users free lifetime access to our Planning Essentials software and basic support.

If you've tried our Planning Essentials and are ready to use more advanced planning strategies, or just want a little more support from the professionals at Harbor, you can purchase access to our Planning Complete software and personal concierge, just for registering. 

 

Planning Complete

Free with registration

Planning Essentials

Free for life

 

HUMAN ADVICE
Get a free 30-minute annual review with a financial advisor.

ESSENTIAL PLANNING
Get control of your retirement with tutorials that cover the fundamentals of a good plan.

TAKE ACTION
Step-by-step guides to help you do it yourself, or pick the right service to help you.

THE HARBOR COMMUNITY
Access to our Q&A database and benchmark how you're doing relative to your peers.

Everything in Planning Essentials, plus:

PERSONAL ADVICE
Access to our financial advisors any time, for help with everything.

ADVANCED PLANNING
Unlimited access all our high-impact planning strategies and guided tutorials.

PERSONAL CONCIERGE
We'll help you fill out paperwork, submit claims, and more.

ON-GOING INSIGHTS
Get up-to-date alerts and recommendations whenever the market, or your life, changes.

HARBOR'S FIDUCIARY GUARANTEE
Our guarnatee that our advice is right for you, and meets the strictest standards.


HELP WITH YOUR PLANNING QUESTIONS

Click to learn how Harbor can help you with the essential aspects of your retirement plan.

  SOCIAL SECURITY

SOCIAL SECURITY

  WEALTH MANAGEMENT

WEALTH MANAGEMENT

  SAVINGS & BUDGETING

SAVINGS & BUDGETING