Comprehensive Financial And Investment Planning Services
At Harmon & Hartmon Financial Group, our goal is to simplify the financial and investment planning process by bringing clarity and order to your financial life. We separate the financial and investment planning process into easy-to-understand life stages that allow you to see where you are now, where you are going, and what you need to do to achieve your desired financial future.
- Empowering Your Financial Future
We take a comprehensive approach to financial and investment planning by understanding where you are in life now and where you want to be in your retirement. To accomplish this, we have segmented our services to address each stage of your financial life, including:
Wealth Accumulation: You are a wealth accumulator if you are an individual who has 10 or more years until you retire and have amassed some assets and some debt. You seek guidance on how best to build a financial foundation that will not only increase your net worth but give you financial options in the future.
Pre-retirement: You are a pre-retiree if you are less than 10 years from retirement and want to understand what steps you can take now to prepare yourself for the day you choose to retire.
Retirement: Finally, you are a retiree if you seek support in maintaining your current lifestyle or pursuing new interests during retirement.
- Helping You Face Life Transitions
We are here to advise and guide clients facing life transitions. So whether you have just experienced the loss of a loved one or been rewarded with a significant promotion at work, turn to us to help you clarify and navigate the financial decisions resulting from this life transition.
- Providing Corporate Retirement Plan Consulting
In addition to our work with individuals, we also provide corporate retirement plan consulting services. We work with owners of privately-held companies, executives of nonprofit organizations, and Minnesota volunteer fire relief associations to provide improved outcomes for both retirement plan sponsors and plan participants.
Call Harmon & Hartmon For Financial Guidance
Whether your retirement is 2 or 20 years away, we can help give you confidence in the financial decisions you will need to make in your life. Contact our financial and investment planning firm online or call us at 651-332-5555 today.