DISCOVER CONFIDENCE: NAVIGATING WEALTH MANAGEMENT FOR ORANGE COUNTY’S MEDICAL PROFESSIONALS
JOIN HARMON STREET:
WE ARE YOUR TRUSTED COMPANION FOR TAILORED FINANCIAL PLANNING FOR MEDICAL PROFESSIONALS IN ORANGE COUNTY
It’s time to stride confidently forward with the Harmon Street team, your partner in financial planning that caters to the unique challenges doctors face when managing their finances. Harmon Street is committed to addressing the specific needs and aspirations of a diverse range of healthcare professionals, allowing you to free up more time to focus on your patients’ well-being.
HARMON STREET:
ELEVATING YOUR FINANCIAL STRATEGY
Finding financial and investment guidance when you’re a doctor can be a challenge, due to the abundance of conflicting, sometimes harmful information out there; if you’re not careful you can get lost in the chatter. Let the Harmon Street team be your trusted source for sound advice that is catered to the unique needs of medical professionals.
At Harmon Street, our dedicated team of financial professionals specializes in meeting doctors’ needs, consistently working toward their financial goals. With financial advising experience that is catered directly to those in the medical profession, we leverage our knowledge and expertise to provide physicians with constructive, personalized support in crafting their planning strategies in a way that meshes with your career and aspirations.
Our collaborative team includes CERTIFIED FINANCIAL PLANNER™ Jeff Andrews, and support staff with over 20 years of experience. Each member cares about our clients’ success. We are driven by a passion for helping doctors fulfill their financial dreams through ongoing communication, assisting you in crafting a more secure and well-planned future.
SERVICES DESIGNED AROUND YOU
We adopt a holistic approach, considering all aspects of your financial life. Whether you’re embarking on your medical career, preparing for retirement, or seeking to optimize your investments in line with your goals, we possess the tools and strategies to help you gain the confidence to move forward.
Our focus is on maximizing your income and minimizing your tax liability, allowing you to retain more of your hard-earned money.
SERVICES
Benefits should be a differentiator in attracting talent. Let us help by providing insurance services, including assistance in offering disability, life insurance, and group insurance.
We’ll tailor a personalized investment portfolio to match your risk tolerance and long-term financial objectives, always in harmony with your lifestyle and values.
Let us handle the complexities of securing a retirement vision that aligns with your wishes, providing you with greater confidence to enjoy the fruits of your labor.
For your medical practice, your team at Harmon Street can help you offer retirement plans that allow you meet the future planning needs of your employees as a benefit.
EXPERIENCE THE HARMON STREET
DIFFERENCE
The Harmon Street team is your trusted source for financial planning for medical professionals in orange county. Our professionals are fueled by an ongoing passion for helping doctors achieve their goals.
We don’t follow the cookie-cutter approach of selling predefined products. Every doctor’s financial journey is unique, and we create tailored plans and strategies that address your specific needs.
With Harmon Street as your guide, you can concentrate on maintaining the health of your medical practice, knowing that your finances are structured transparently and confidently.
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.
PRESCRIBING FINANCIAL WELLBEING FOR OC’S DOCTORS
DON’T WAIT! SCHEDULE YOUR FREE, NO-COMMITMENT FIT MEETING TO EXPERIENCE THE HARMON STREET DIFFERENCE IN
IN FINANCIAL PLANNING FOR MEDICAL PROFESSIONALS IN ORANGE COUNTY
Mon – Fri: 8:00 – 5:00
15707 Rockfield Blvd.,Ste. 135 Irvine, CA92618-2872
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