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.