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Our Process (Individual)

WHAT MAKES US DIFFERENT

A commitment to a new model for financial services. Unlike large financial institutions that push proprietary investments serviced by call centers, we provide customized, results-oriented advice in a manner consistent with our core values… Hard work, Family, Pride, Integrity

AT HARMON STREET ADVISORS

We believe people hire a financial advisor to help them achieve their financial goals. Investment advice is only a small part of this. Providing the resources and knowledge to make the best financial decisions is really how we add value.

Our process starts with a written plan which provides target rates of return, target savings rates, income replacement, tax-reductions, and more. Ongoing reviews and communications help keep your plan on track.