Get Out Of the Office And Into the Water
There’s something about being on the water that makes life feel … just right. Every lap of a wave can make your biggest stressors feel farther and farther away. But when the sun starts setting and you’re heading back to shore, you deserve to know everything will be just fine.
At Harbor Crest, we're here to help you navigate your critical retirement concerns — like making the most out of your savings, reducing your taxes, finding options for long-term care or determining the best time to take Social Security. We'll find answers to your questions, create solutions to address any challenges you face and more, so you can clock out of your 9-to-5 with peace of mind, knowing your financial concerns are taken care of.
As You Near Retirement, You Want To Be Able To:
You’ve earned the right to enjoy the finer things in life in retirement. From daily cash flow to health care costs, understand how much is enough to achieve the goals you've set for your second act.
Once you hit retirement, you'll want to know you have the stability and security to stay retired for good. Get the advice you need to preserve your income stream in a tax-efficient manner.
While retirement is a time of celebration, the transition into financial independence can be financially, physically and logistically challenging. We'll be here to consult you as you take the next step.
Prepare emotionally for independence
Leaving a job behind can mean facing big, emotional changes. Having a professional team on your side can instill reassurance, as you develop a new identity, figure out how to spend your time and build new friendships.
Take your newfound freedom as an opportunity to focus on what brings you joy, from picking up a new hobby to spending more time with loved ones. Leave your financial concerns to us.
Pass down your business
When the time comes, we’ll help you create a succession plan that ensures you are handing over the keys to your life’s work to the right person, in the right way.