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Building Wealth. Growing a Business. Raising a Family.

achieve your financial goals with complete confidence and zero stress


Aerial view of dark blue white-capped waves churning in the ocean


It's time to Make Your Life's Passions
A Priority


You’ve worked hard for years building your career. Climbing your way up the corporate ladder or starting a successful business on your own takes time, dedication and sacrifice. But after spending countless hours in the office, you want to devote more time to your passions and to enjoying life with friends and family. And nobody knows better than us the time and resources it takes to balance your family, your career and your love for the South Florida lifestyle.

That’s why you need to work with a financial planner who understands your values and priorities when it comes to managing your wealth today, tomorrow and toward retirement. And Harbor Crest is here, every step of the way.



As Your Family Grows & Career Peaks, You Want To Be Able To:



Illustration of stack of green dollar billsPROTECT YOUR FAMILY’S FINANCES

Rely on our team for the tools and guidance you need to help protect your family's assets against the unexpected.

Illustration of three-level sand castle with flat on top and windows on each levelBuy a
new home

Benefit from strategic advice that helps you financially prepare for purchasing your dream home.

Illustration of black graduation cap and white diploma wrapped in tan ribbonSAVE FOR COLLEGE TUITION

Whether it's for yourself or your children, we'll empower you to save properly for a great education.

Illustration of muscular man wearing black sunglasses and relaxing on white towelDelegate large financial obligations

Access tools to help you manage and adjust your monthly budget to accommodate your unique needs. 

Illustration of small plant with three leaves growing out of tan soilGROW YOUR BUSINESS

Gain the professional guidance you need to offer the best benefits and retirement options for yourself and your employees. 

Illustration of iced, blue drink with green line and blue straw in tall glass cupStart preparing for retirement

Together, we'll develop a plan to help you maintain your desired lifestyle as you transition into a new stage of financial independence.


You Live In The Sunshine State For a Reason

Get Back To Enjoying Life near the water — We’ll Take Care Of The Rest


Let's Get Started