EMBRACE CONFIDENCE: HELPING MEDICAL PROFESSIONALS NAVIGATE WEALTH MANAGEMENT
HARMON STREET:
YOUR TRUSTED COMPANION FOR WEALTH AND FINANCIAL MANAGEMENT FOR MEDICAL PROFESSIONALS IN ORANGE COUNTY, LOS ANGELES, AND SAN DIEGO
Discover a path to financial confidence with Harmon Street, your dedicated ally in tackling the financial complexities that doctors encounter. At Harmon Street, we commit to addressing the distinct needs and in financial planning for healthcare professionals. This partnership frees you to focus more on what truly matters: the well-being of your patients.
HARMON STREET: PARTNER FOR DOCTORS
Financial and investment advice in the form of blogs, social media, or podcasts, dominates the discourse. It can be difficult to cut through the chatter and find meaningful guidance for your medical practice. The Harmon Street team is your source for sound advice that is specialized for the unique needs of medical professionals.
Within Harmon Street, we’ve cultivated a team of financial professionals who specialize in serving doctors’ unique financial needs, continuously working towards their financial objectives. With an understanding of the most common concerns that medical professionals have when planning their futures, we harness our expertise to offer physicians proactive, personalized support in leveraging planning strategies that seamlessly integrate with your career and personal aspirations.
Our team includes CERTIFIED FINANCIAL PLANNER™ Jeff Andrews, and support staff with over 20 years of experience. Driven by a fervent desire to help doctors realize their financial dreams, we maintain constant communication to empower you in creating a more secure and thoughtfully planned future.
SERVICES TAILORED FOR YOU
We embrace a comprehensive approach, considering all facets of your financial life. Whether you’re embarking on your medical career, planning for retirement, or optimizing your investments to reach your goals, we provide the tools and strategies for your success.
Our primary focus is on maximizing your income and minimizing tax obligations. These strategies are designed to preserve more of your hard-earned money.
We specialize in helping you make your practice stronger, with services in offering disability, life insurance, and group insurance.
MANAGEMENT
We meticulously design a personalized investment portfolio that aligns with your risk tolerance and long-term financial objectives, always keeping your lifestyle and values in mind.
Entrust us with the intricate work of securing a retirement vision that aligns with your desires. We strive to provide you with a heightened sense of financial independence to help you enjoy the rewards of your dedication.
For offering retirement plans as a benefit to your employees, Harmon Street can be instrumental in empowering you to build well-designed plans for your employees.
EXPERIENCE THE HARMON STREET
DIFFERENCE
The Harmon Street team stands as the go-to source for wealth and financial management for medical professionals in Orange County, Los Angeles, and San Diego. Our professionals are fueled by an unwavering passion for helping doctors achieve their goals.
We steer clear of a one-size-fits-all approach, recognizing that every doctor’s financial journey is unique. Instead, we create tailored plans and strategies that address your specific needs.
With Harmon Street as your guide, you can concentrate on nurturing the health of your medical practice, knowing that your finances are transparently and confidently structured.
It’s the name of the game. We believe our track record of financial planning for doctors speaks for itself, with our aim being to help you stay on track and work toward a financial future that fits your needs.
THE RIGHT PRESCRIPTION FOR FINANCIAL WELLBEING
FOR SOUTHERN CALIFORNIA’S DOCTORS
DON’T DELAY! SCHEDULE YOUR FREE, NO-OBLIGATION 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
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