Our Approach
Our First Priority:
Your Financial Planning
Your personal finances should be handled with the same level of precision, planning and purpose as a flourishing business.
At Harding Financial Partners, our unique Business Plan for Life process integrates wealth management, investment positioning, tax strategies and estate preservation to provide innovative strategies designed to prepare you for life’s challenges and opportunities.
Our Approach
Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
Business Sale Strategies
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Asset Liquidation Strategies
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Retirement Income Strategies
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Wealth Management
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Annuities
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Investments
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Asset Preservation Strategies
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Life Insurance
Instant Download
Are You Paying Too Much in Taxes in Retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
The different types of retirement accounts
Why tax laws are ever-changing
Options for tax deductions in retirement
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation.
Your Team
A Heart for Protection and Service
Lamar Breshears comes from a long line of military veterans, so it’s little surprise that our vice president is proud to have spent 12 years serving as an infantry officer in the United States Marine Corps.
“Growing up, I didn’t want to do anything but that,” he says.
The same dedicated approach, eye for detail and unwavering commitment that once helped Lamar defend our country following the horrific 9/11 attacks — Lamar’s first day of training, incidentally, was Sept. 10, 2001 — now helps him strategically position business owners, professionals, families and individuals for tax efficiencies and confident retirements.
“The planning drives the product. The product doesn’t drive the planning.”
– Lamar Breshears, Harding Financial Partners Vice President