Custom-Tailored Financial Plans In Belmont

At Harbor Asset Planning, we understand that in this constantly shifting economy, families and small businesses are increasingly in need of custom-tailored financial plans to help them meet their specific goals. Because of this, we are committed to developing solutions that are on target with your needs, and we implement them with discipline and confidence. A Fee-Only Advisor, we accept no commissions or product-based compensation. All of our advice is free of any conflicts of interest.

Our Company

What We Do: Harbor Asset Planning provides sound financial advice using an integrated approach that takes into consideration all aspects of your life.


What Distinguishes Us: Expert advice that achieves optimal results.


Our Services

Full Service Asset Management

  • Review and analyze your current holdings
  • Devise a financial plan to meet your objectives
  • Execute all investment transactions in accordance with investment plan
  • Monitor fund fees and charges to maintain low cost portfolio
  • Quarterly review of portfolio to determine if adjustments are needed
  • Rebalancing of portfolio

Financial Planning Services

  • Retirement Income Planning
  • Corporate Retirement Plans
  • Tax Management Strategies
  • Design of Investment Portfolio
  • Roth Conversions
  • Estate Planning
  • Trusts
  • Insurance Analysis
  • Long-Term Care Planning
  • College Savings Plans
  • Small Business Strategies


Our Guiding Principles

Harbor Asset Planning has four guiding principles. These are:

  • Put Client's Interests First
  • Proper Diversification
  • Quality Fund Selection
  • Low Investment Costs​

Please contact us today to learn more about how we put these into practice for our clients.

CALL TODAY! 617-489-0324
Print Print | Sitemap Recommend this page Recommend this page
© Harbor Asset Planning | 50 Leonard Street, Suite 2, Belmont, MA 02478
Call us 617-489-0324 |