WELCOME TO PROGRESS:
FINANCIAL PLANNING FOR DOCTORS IN LOS ANGELES
WE ARE YOUR TRUSTED PARTNER FOR FINANCIAL PLANNING TAILORED TO L.A. MEDICAL PROFESSIONALS
It’s time to add confidence and purpose to your financial planning with a partner that understand the challenges that doctors face in their finances. Harmon Street caters specifically to the needs and aspirations of healthcare professionals — so you can have more time to focus on what matters most: your patients.
WELCOME TO HARMON STREET
Social media, podcasts, and blogs are awash with financial and investment advice that can be confusing and even misleading. Let Harmon Street be your trusted source for sound financial advice that is relevant to your situation, and cuts through the noise.
Our committed team of financial professionals specializes in helping doctors work toward their financial goals. With an in-depth understanding of financial principals that make a difference to individuals in the medical profession, we have the knowledge to provide physicians of all kinds with constructive, personalized support in financial planning, yielding strategies that align with your career and your long-term goals.
Our team includes CERTIFIED FINANCIAL PLANNER™ Jeff Andrews, and support staff with over 20 years of experience. We have a track record for helping doctors better achieve their financial dreams through consistent collaboration, helping you build a secure, stable, and well-planned future.
WHAT WE DO—TOGETHER
Financial Planning
We take a holistic approach to financial planning, considering all aspects of your financial life. Whether you’re just starting your medical career, planning for retirement, or looking to optimize your investments based on your wishes, we have the tools and strategies to help you succeed.
SERVICES
Harmon Street knows that offering benefits can be an intimidating next step in the growth of your practice. Let us help by guiding you through the process of offering disability, life insurance, and group insurance.
Optimization
Our hands-on professionals work to help you maximize your income and reduce your tax liability, helping you to keep more of your hard-earned money working for you.
Management
We’ll craft a personalized investment portfolio that suits your risk tolerance and long-term financial objectives, while doing so in a way that fits your lifestyle and values.
Planning
Let us do the heavy lifting in securing a retirement vision attuned to your wishes, so you can enjoy the fruits of your labor with a greater feeling of security.
Thinking of your practice? Harmon Street can craft retirement plans for your practice, enabling you to offer well-designed plans for your employees.
THE HARMON STREET DIFFERENCE
We specialize in serving medical professionals, and our team has a deep understanding of the financial intricacies that come with the profession.
We don’t have set products to sell you. Your financial journey is unique, and we create tailored strategies that address your specific needs and aspirations.
With us as your financial partner, you can focus on your medical practice, having the confidence that comes from a well-communicated process.
We consistently help doctors focus on planning goals that align with their situation, helping them work toward their financial future.
THE FINANCIAL PLANNING PARTNER
FOR LA’S MDs
Schedule your FIT MEETING and see the difference Harmon Street makes for Doctors in Los Angeles
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
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.