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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 5pm

Harbor West Financial Planning Wealth Management

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United States
Westport, CT
Harbor West Financial Planning Wealth Management

Harbor West is a wealth management firm, a division of Northeast Community Bank dedicated to helping our clients reach their financial goals.

01/22/2024

In life and business, protecting the downside can never be overlooked. Layers of defense are often necessary to protect the things we care about the most. At Harbor West, we know the importance of protect the downside, having a contingency plan when necessary, and having a strong risk management strategy. Our clients with more to protect are often the most risk averse, and we work with our clients to know their risk threshold and ensure that we have developed a plan to meet their level of security. If your financial plan is not feeling rock-solid and secure, speak with one of our professionals today to see where we can develop a strong plan to secure your future.

01/18/2024

Divorce and separation can inject uncertainty into one’s life and picture of the future. Like most things in life, having a plan and being prepared can help to eliminate unknowns and encourage a more proactive process and outcome. When things feel uncertain, it’s best to stick to what is tried and true while continuing to take steps in a positive direction. And getting positive wins in any area of your life can spill over into other areas. One simple step forward can be tracking expenses. While this can take a little effort, your efforts will be rewarded with fewer unknowns and more overall certainty for your financial situation. Once you have tracked your expenses, plan to remain conservative in spending and refrain from making any big financial decisions if you can avoid them. Of course, leaning on a professional never hurts. At Harbor West, we are experts in working with people going through life transitions and divorce. We have seen it all before, and we offer an experienced shoulder to lean on if you or a loved one is going through a divorce.

Learn more on our website at: https://lnkd.in/gdnFJwW

01/15/2024

The similarities between financial and physical health cannot be overstated. Steady, tried-and-true fundamentals guide toward to best outcomes. Time and again, shortcuts have no place in true success. And health and diligence in one area of your life will often spill over into other areas. Taking control of your financial and physical health require effort but pay dividends deep into the future. If you are using the new year to focus on your physical health, it might be a good time to review your financial positions and see where financial gains can be made as well. Speak with one of our advisors today to see where we can add strength to your financial life.

01/11/2024

If you go to an eye doctor, 20/20 describes perfect vision. It’s the ability to see far off into the distance as well as what is close at hand. In your business, the clearer your vision is, the straighter line you can draw in the direction of your goals. Most businesses are started with a vision or dream of what the business represents to the lives of its owners. Over time more diligence is often needed to clear obstacles in the way of the journey forward. At Harbor West, we know the importance of having a clear business vision. We are here to help you protect that vision by helping you to align your finances, foresee potential pitfalls, and provide the clarity necessary to make strong financial decisions.

01/09/2024

Most of our clients require tax saving strategies that must be incorporated each year. There are often times in one’s financial life that a significant tax event occurs necessitating careful examination. These include liquidation of stock options, a sale of a business or highly appreciated asset, a pension rollover, retirement payout decisions, a charitable giving opportunity or a host of other situations. We work with you and other trusted advisors to assure you are receiving the best tax treatment. If you have unique tax needs cropping up this year, speak with one of our professionals to see how we can put you the best position possible.

01/02/2024

The beginning of the new year is always a fun time to gain a fresh perspective on the year ahead. Whether you are setting grounded, realistic goals or shooting for the moon this year, the key to staying on target is always focus. Once you have your new year’s resolutions compiled, remember to set up consistent reviews and reminders to keep your highest priorities top of mind.

2024 can be your year! And we’re always here to back you up all year long!

12/29/2023

All of us at Harbor West are wishing you a very happy, healthy, and prosperous New Year in 2024!

12/28/2023

Eliminate this #1 Threat to Retirement Success: Long-Term Care

Did you know that 52% of individuals over age 65 will need some type of long-term care services in their lives?

14% of them will need it for longer than 5 years.

The costs of both in-home and nursing home care are rising annually and are not covered by Medicare.

Not only could these expenses drain your retirement account, but could potentially place a financial burden on the other members of your family.

Speak with your family about your plans for aging and how you will cover the expense of care should it become necessary.

Put a plan in place before the need for care arises and long-term care policy premiums are too high to afford.

12/27/2023

Retirement is an exciting new chapter in your life, but it can also be overwhelming to navigate all the decisions that come with it.

At our firm, we help you take control of your retirement and steer it in the direction you choose.

Whether you want to travel the world, start a new business, or simply enjoy more time with loved ones, we can help you create a retirement plan that aligns with your goals and priorities.

Contact us today to learn more about our retirement planning services and start building the retirement of your dreams.

12/22/2023

Wishing you a happy and prosperous holiday season from all of us at Harbor West!

12/21/2023

With each generation of family members passing along family recipes, an ongoing combination of tried-and-true traditions combine with new passions and techniques that develop to add strength to what the family is creating over time. Creating a strong and durable financial life is like developing a recipe that the family can pass down through generations. The journey of financial planning not only helps to create a stable financial life for the family, but it also passes on lessons unique to each family and generation along the way. Carrying out a solid financial plan is a way of leading by example and showing future generations the importance of being proactive in one’s financial life.

12/19/2023

If you go to an eye doctor, 20/20 describes perfect vision. It’s the ability to see far off into the distance as well as what is close at hand. In your business, the clearer your vision is, the straighter line you can draw in the direction of your goals.

Most businesses are started with a vision or dream of what the business represents to the lives of its owners. Over time more diligence is often needed to clear obstacles in the way of the journey forward. At Harbor West, we know the importance of having a clear business vision. We are here to help you protect that vision by helping you to align your finances, foresee potential pitfalls, and provide the clarity necessary to make strong financial decisions.

Address

Westport, CT

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 5pm

Website

http://www.harborwest.com/

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