Services
Tax Efficiency
Strategic Tax Planning
Improper business, pay and financial structure can lead to unnecessary taxes. Our planning services coordinate your business and pay structures while eliminating inefficiencies in your financial structure that lead to unnecessary taxes.
Secure Retirement
Active Wealth Management
Harding Financial Partners takes an active approach in ensuring that your wealth accumulation and wealth distribution goals are met in a safe and secure manner.
Traditional Planning
Tax Qualified Plans
We offer tax-qualified plans such as IRA’s, 401(k), SIMPLE IRA’s, SEP IRA’s, Pension Plans, and Split Funded Cash Balance Plans that use managed accounts, annuities and life insurance.
Maximize Your Savings
Non-Qualified Plans
We offer the full spectrum of Non-Qualified plans used to reduce taxes, mitigate personal and business risk, and secure your retirement.
Leave a Legacy
High Level Estate Planning
Secure your family’s future by passing assets to your next generation or charitable endeavor in a tax efficient manner.