Confidence and trust are two of the most important feelings to be placed by a client in their financial advisor…and they are not easily earned. There are many paths to choose in determining who to work with on your financial planning, and what products are chosen to implement that plan. Many people spend more time planning vacations than they do their financial future. Like planning a vacation, the key to financial security is to have a direction—a set of goals that will get you where you want go. There will be bumps in the road and those need to be protected against or avoided.
It takes expertise, experience, and a plan to live confidently through all stages of life. Harlan helps you successfully navigate through the process of creating and implementing a comprehensive financial plan for you and your family.