We are an independent financial team who cares to simplify your investing plans.
If you'd like to hear from one of our Financial Advisors, please take a moment to give us a little information using the
contact form below or call us at 513-891-4060. Or you may visit our main informational website for more information.
Would you benefit from a personalized Retirement Income Analysis? Check out the 'Retirement Readiness' tab below to Download your Complimentary Retirement Readiness Kit and Learn the Secrets to a Secure & Comfortable Retirement.
Does your portfolio fit you? Check your risk tolerance with our Free Portfolio Risk Analysis NOW!
Our team has many years of experience in providing financial services. We believe the purpose of financial planning is to create an effective balance of today's needs as well as long term goals.
Our advisors strive to keep you fully informed, and will work with you to increase your knowledge of investments.
Our work is specifically tailored to each client's cash flow and financial and philosophical needs. Our objective is to enhance your life by helping you achieve your dreams.
We believe the purpose of financial planning is to create an effective balance of today's needs as well as long term goals. We meet you to clarify your current situation. We collect and analyze all relevant financial data - assets, insurance policies, wills and benefit plans.
We work with you to identify and define your financial and personal goals. Identify financial road blocks and develop a written financial plan to address your needs and goals.
Would you benefit from a personalized Retirement Income Analysis? Click now for a Free Retirement Readiness Kit which includes:
... and last but not least, a Gift Certificate to receive a Complimentary Retirement Analysis. Don't wait. Check it out today!
Keith J. Bookbinder, founder and CEO of Harbour Financial Group, Inc. has been providing personalized in-depth financial planning and investment advisory services since 1981.
Some of the many services provided:
• Retirement Planning
(forecasting benefits, costs and plan option analysis)
• Income Tax Planning
• Estate Planning
• Insurance Needs Analysis
(life, long term care, health and disability)
• Analysis of Debt and Investment Portfolios
• Cash Flow/Budgeting Analysis
• Employee Benefits Analysis
If you would like more information or schedule a discussion meeting, please fill out the form below or call us at 513-891-4060.