HARBOR

PORTFOLIO CONSERVATION AND SUSTAINABLE
INCOME DISTRIBUTION
 
MISSION:

Portfolio Conservation while providing sustainable income distribution, legacy planning and multi-generational attention to the needs of your assets.

Your needs change with each phase of your life. Often expected changes are age-based, but change can also be triggered by a life event such as inheritance, special needs situations, divorce or when a child must step in to manage a parent’s affairs. 

In Harbor client’s annual IMPACT meetings we focus on strategies to incorporate all income sources for maximum tax efficiency and portfolio continuation while still providing you with the funds you need to have a fulfilling life. We assess your wishes - to pass wealth to the next generation or to fulfill your philanthropic yearning - while at the same time considering those assets should you have a long term care event or increased income need in retirement.

SERVICES

  • Income IMPACT Plans: Income needs planning and implementation including retirement income and trust income

  • Trustee Assistance 

  • Long Term Care Planning

  • Insurance Completion Planning

  • Estate and Beneficiary: Annual Audit and Review

  • Family Meetings

  • Account Maintenance for Stationary Accounts

  • Legacy Planning

  • Financial Hospice and Estate Settlement

  • A Personal Financial IMPACT Website - eMoney digital platform for you and your designated users to consolidate, store, and access important documents in a secure digital space. 

GREENSBORO

301 N. Elm Street, Suite 301

Greensboro, NC 27401

P: 336-274-9403

F: 336-273-0217

DURHAM

3001 Academy Rd., Suite 110

Durham, NC 27707

P: 919-595-0619

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Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Erickson Advisors. Cetera is under separate ownership from any other named entity. 

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