Planning Services

FOR INDIVIDUALS AND FAMILIES

A plan is a powerful tool, in fact we believe it is the most important part of your financial world. At Good Harbor Advisors, Inc. we draw on years of planning experience to develop your working plan. This plan takes your priorities into account:

Paying too much in taxes, making sure you have enough money to create a comfortable retirement, navigating a major life change, sending children to college, starting a business or protecting your assets;

Your needs and objectives determine the direction and  the mix of services we utilize to put you on the path to financial success.

Results:

• organized financial affairs
• an understanding of your assets and liabilities
• an analysis of cash inflows and outflows
• clarification of any employee benefits
• a current asset/ investment review
• an investment and savings plan proposal (synchronized with your financial plan)
• a tax evaluation
• an insurance coverage review
• an estate plan review and attorney referrals

Feel better knowing you have a sound plan, ongoing support for reaching your goals, and a team to turn to if something unexpected happens.

FOR BUSINESSES

Retirement Plan Services for Businesses:

• Plan Establishment Consulting including 401k, 403b, Profit Sharing and Pension plans
• Investment Policy Statement Development and/or Review
• Investment Choices Consulting
• Employee Education Workshops

Additional Business Services:

• Business Entity and Structure Analysis
• Banking Arrangements
• Business Continuity/Succession Planning
• Legal Documentation and Requirements
• Insurance Analysis
• Employee Benefits Analysis
• Executive and/or Key Person Compensation Benefit Arrangement Reviews
• Personal Financial Planning Services for Owners and Key Employees
• Financial Planning Workshops for the Business Entity's Staff Employees