Do any of the following questions concern you?

If these are concerns of yours, we can review your situation and help design a plan that will help you achieve your financial goals and objectives.

Our Philosophy

Many people make more of an effort to plan their vacation than to plan their financial future.  Today's actions are the keys to tomorrow's results.  At Harbor Advantage we are here to help our clients achieve their financial goals through effective planning and implementation.

We are dedicated to assisting our clients in identifying their financial goals, and turning those goals into realities.  We guide our clients in retirement, income-creation, tax, insurance, estate and asset protection planning strategies.

Our Services

Although the financial services industry is subject to constant change, the principles on which we were founded have remained steadfast.  From data gathering, to analysis, to recommendations, our guiding principles are to make sure that our clients have a clear picture of what is needed, why it is needed, and how their decisions will affect their financial picture.

It is our dedication to those underlying principles that drives us to provide high-quality responsive service to each of our clients.  It is the assistance we provide that helps our clients decide which financial products fit their unique goals and objectives.  A commitment to provide ongoing quality services is the cornerstone of Harbor Advantage.  Annual reviews, our newsletters, and frequent personal contacts help our clients to know where they stand and thus ensuring that they are on target to meet their financial goals and objectives