• Retirement Planning
• Tax Efficient Withdrawal Strategies
• Asset Protection
• Advanced Tax Planning for highly appreciated assets
• Long Term Care and Elder Law Planning
• IRA Legacy Planning (featuring "The Retirement Trust")
• Revocable and Irrevocable Trusts (CRT'S, ILIT'S, QPRT'S AND Medicaid Asset Protection Trusts)
• Life Insurance
• Charitable Remainder Trust
• Income Planning
• IRA & 401(k) Rollovers
We understand how important it is for you to be able to trust your financial advisor – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it's important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.
That trusted advisor is Harbour Pointe Wealth Management. We are experienced, responsive and understand your need for integrity and transparency.
To schedule a time to discuss your financial future, contact us at firstname.lastname@example.org or call us at 1.844.4.TAXESQ today!
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