Precision. Planning. Purpose.
If thriving companies and corporations put detailed guardrails in place to help them stay on track financially, shouldn’t you and your family?
At Harding Financial Partners, we believe the answer is a resounding yes. Your finances and retirement deserve the same meticulous attention, management and planning that is required to run a successful venture.
Getting Down to Business
Our planning philosophy is built upon the concept of treating your estate — your total wealth — like a thriving business. Our unique Business Plan for Life process comprises and integrates four key components:
Cash Flow Management
Tailoring a plan that acknowledges the ebb and flow of your financials and provides flexibility to deal with life changes and issues.
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Investment Positioning
Breaking free from traditional molds and outdated approaches and tactically diversifying your portfolio to optimize growth and stability.
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Tax Planning
Identifying creative strategies with your tax advisors to mitigate your tax liabilities and find efficiencies.
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Estate Preservation
Safeguarding your wealth and ensuring its longevity for future generations.
What If …
You Were Prepared for Anything?
Life is filled with what-ifs, those situations that leave us wondering what might have been.
With proper planning, you can prepare for the what-ifs before they ever occur. We provide a full suite of services to help with all your financial planning needs:
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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IRA/401(k) Rollovers
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Asset Preservation Strategies
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Life Insurance
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.