Harbor Light Planning is a comprehensive, Fee-Only, goal-based personal financial planning firm located in Wixom, Michigan. Specializing in taxes, investment allocation, estate planning, retirement planning, and goal attainment, Harbor Light has been providing clients with holistic financial advice for over a decade. It's senior staff member has over 25 years of experience.
Harbor Light Planning specializes in working with middle income individuals and families. Our main objective is to assist our clients in defining and obtaining their life and financial goals. We do not limit our client demographics by age, income or net worth. As long as you have goals to achieve and are willing to do the work to make them come to fruition, you are eligible to interview to become a client.
Our decision making planners have achieved widely respected industry certifications of CERTIFIED FINANCIAL ADVISOR (CFP) and Enrolled Agent (EA). Our client facing support staff have defined paths to gain knowledge through supporting the senior planners and are enrolled in ongoing education to achieve their certifications.
Company Details
- Founded
- -
- Address
- 28345 Beck Road, Ste 411, Wixom,michigan 48393,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- harborlightplanning.com
- HQ
- Wixom, Michigan
Harbor Light Planning Llc Questions
Harbor Light Planning Llc's website is harborlightplanning.com
Harbor Light Planning Llc's LinkedIn profile is https://www.linkedin.com/company/harbor-light-planning
Harbor Light Planning Llc's industry is
Financial Services
Harbor Light Planning Llc's top competitors are
Blue Chip Partners,
Spectrum Financial Resources,
Buckingham Strategic Wealth,
Theta Capital,
Apex Trading Group,
Zhang Financial,
Concorde,
American Alternative Capital,
Lake Street Advisors,
Planning Alternatives.
Harbor Light Planning Llc's categories are Financial Services
Harbor Light Planning Llc's founding year is 2003
