DISCOVER CONFIDENCE:
HARMON STREET’S FINANCIAL PLANNING FOR DOCTORS
JOIN HARMON STREET TEAM: WE ARE YOUR TRUSTED PARTNER FOR WEALTH AND FINANCIAL MANAGEMENT FOR DOCTORS IN ORANGE COUNTY, LOS ANGELES, AND SAN DIEGO
Embrace a journey of financial confidence with Harmon Street, your companion in navigating the unique financial challenges that doctors face. The Harmon Street team is deeply committed to addressing the distinctive needs and aspirations of healthcare professionals, allowing you to give more time to your patients’ well-being.
HARMON STREET: ELEVATING YOUR FINANCIAL STRATEGY
With no shortage of financial and investment advice out there on blogs, social media, and podcasts, it can be a major challenge to cut through the chatter to what makes sense for your medical practice. Let our professionals be your source for direction that is catered to the unique needs of medical professionals.
At Harmon Street, our devoted team of financial professionals specializes in meeting the unique needs of doctors, continually working towards their financial goals. Leveraging our experience meeting the planning needs of doctors, emergency room physicians, and other medical professionals, we offer constructive, personalized support in crafting financial planning strategies that seamlessly align with your career and personal aspirations.
Our collaborative team includes CERTIFIED FINANCIAL PLANNER™ Jeff Andrews, and support staff with over 20 years of experience. we are committed to service that demonstrates our passion to help doctors realize their financial dreams. Through consistent communication, we help you shape a more secure and well-planned future.
SERVICES TAILORED TO YOUR NEEDS
Financial Planning
Embracing a holistic approach, we consider all facets of your financial life. Whether you’re starting your medical career, planning for retirement, or optimizing investments to meet your goals, we equip you with the tools and strategies for success.
SERVICES
Harmon Street is a leader in providing guidance in benefits that make your practice stronger, including assistance in offering disability, life insurance, and group insurance.
Optimization
Our focus is on maximizing your income and minimizing tax liabilities. These strategies are designed for you to preserve more of your hard-earned money for the future.
Management
Harmon Street doesn’t come with a set list of products to sell you. Together, we craft a personalized investment portfolio aligned with your risk tolerance and long-term financial objectives, always in harmony with your lifestyle and values.
Planning
Entrust us with the intricacies of securing a retirement vision that aligns with your desires, with strategies designed to provide greater financial security so that you can savor the rewards of a dedicated career.
At a practice level, the Harmon Street team is skilled at crafting retirement plans that fit for any practice, empowering you to offer well-designed plans for your employees.
EXPERIENCE THE HARMON STREET DIFFERENCE
The Harmon Street team stands as your trusted source for wealth and financial management for doctors in Orange County, Los Angeles, and San Diego. Our professionals are driven by an enduring passion for helping you achieve your goals.
We refrain from the cookie-cutter approach of selling predefined products. Recognizing the uniqueness of each doctor’s financial journey, we craft tailored plans and strategies to meet your specific needs.
With Harmon Street as your guide, you can focus on nurturing the health of your medical practice, secure in the knowledge that your finances are transparently and confidently structured.
We believe our track record of service speaks for itself. We consistently help doctors focus on planning goals that align with their situation, helping them work toward their financial future.
THE WISE FINANCIAL CHOICE
FOR MEDICAL PROFESSIONALS
DON’T WAIT! SCHEDULE YOUR FREE, NO-COMMITMENT FIT MEETING TO EXPERIENCE THE HARMON STREET DIFFERENCE IN WEALTH AND FINANCIAL MANAGEMENT FOR DOCTORS IN ORANGE COUNTY, LOS ANGELES, AND SAN DIEGO.
Mon – Fri: 8:00 – 5:00
15707 Rockfield Blvd.,Ste. 135 Irvine, CA92618-2872
Copyright © Harmon Street Advisors
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Adviser.
No entities named above are affiliated with Cambridge Investment Research, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CA, CO, CT, DC, FL, HI, NC, NJ, NM, TN, UT, WA, WY. Cambridge and Harmon Street Advisors are not affiliated. • www.finra.org • www.sipc.org
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