Flagship Harbor Advisors offices are open and operating, and we will continue to provide seamless service. We have a comprehensive plan for business continuity during the coronavirus (COVID-19) crisis. Please contact your advisor directly for details, please do not visit an office unannounced.
Flagship Harbor Advisors
Retirement Planning
Whether you are in the accumulation phase or have already retired, a sound strategy is critical to:
Meeting your retirement income needs, desires and expenses
Maintaining lifestyle choices and priorities
Ensuring that long-term goals and aspirations are funded for travel, healthcare, estate planning, charitable giving and other goals
We can help you develop a comprehensive plan for:
Identifying and pursuing your lifetime income goals
Minimizing taxes on income—now and during retirement
Evaluating the variables in your retirement plan to ensure alignment with your objectives