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210 S Carancahua St
Suite 603
Corpus Christi, TX 78401

Harbor Financial

(361) 244-1524

 
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Welcome to Harbor Financial

A cornerstone of financial planning is the recognition that everyone’s economic and life situation is unique. Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement. A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it. A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact me. We will set up a time to meet to review your needs and address any questions you may have. Contact us today.

Helpful Content

Your Changing Definition of Risk in Retirement

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.

A Brief History of Estate Taxes

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

Should You Choose a Fixed or Variable?

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

 

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

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Doubling Your Money

This calculator demonstrates the power of compound interest.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should I Invest In REITs?

Are Real Estate Investment Trusts right for your portfolio?

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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