Who we help (and who we can't)

You’ve worked hard. Now its time to turn your nest egg into the retirement you want.  

If you are motivated, independent, and willing to learn, Harbor can be your partner in creating the best plan for your retirement.  

 
 
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We help people who are ready to improve.

MOTIVATED
You know there is room to improve, and you just need to help figuring out how

INDEPENDENT
You are ready to make decisions for yourself 

HUMBLE
You “know what you don’t know” and you are curious to learn more


we can't help, If you aren't interested in improvement

KNOW-IT-ALLS
If you already know everything, we can't help you

ULTRA-WEALTHY
If you think you've too much money to worry about, we can't help you  

LAZY
If you aren’t willing to put in a little effort, we can't help you 

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