Our Program

Have you become skeptical of a portfolio that looks more like a collection of hunches instead of a coherent, long-term, financial plan?  Are you frustrated because you lost more than you should have in 2008?

With recent market volatility and no end in sight, many investors are concerned about their financial survival.  This is especially true for retirees and those approaching retirement.

YOU CAN OWN a well-constructed portfolio that will help you meet your financial goals, even in today's challenging economic environment.  Don't let fear and uncertainty prevent you from creating a secure and coherent financial future.

How We Can Help 

The Harwood Financial Group is a full service financial advisory firm.  We build portfolios the "old-fashion way" and follow the guidance of major universities and Nobel Prize winning Economists to build income and financial plans that will help you meet your financial goals.  We incorporate proven tax strategies to help our clients keep more of their hard earned money and we show our clients how to Preserve and Protect their assets for generations to come.  Whether you are a "Do-It-Yourselfer" or have a financial advisor, your money is just too important to NOT take the time to see if there are better ways to accomplish your financial goals.

 Professional Services Include:

  • Financial and Investment Advising 
  • Income Planning
  • Risk Assesment and Management
  • Financial Plan Creation and Implementation 
  • Estate Planning - Trusts, Wills, and Multi-Generational IRA's
  • IRA Rollover Assistance and Guidance
  • 401(k) and Retirement Plan Services

Our Comapny was built on the solid fundamentals of taking care of our clients' needs.  We provide a professional, yet personal service that has helped our cleints know that their finances are well cared for so that they can sleep soundly at night regardless of market conditions.

We would appreciate the opportunity to show you how we can make your financial goals a reality.

For more information or to schedule a FREE consultationplease call: (800) 989-1427