Harbor Point

Financial & Insurance Services

About Us


They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend a plan of action that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.

Our Expertise


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Financial Planning
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Investment Strategies
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Accumulation Planning
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Estate Planning
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Life Insurance
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Retirement Planning
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Life Insurance
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Long Term Care Insurance
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Disability Insurance
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Child Gifting/ College Saving
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Tax Reduction Strategies
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Coordination with other Professionals
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Buy/Sell Agreements
Key Employee Coverage