Call Today: (781) 435-2000
Does your financial future need some attention?
We can help with integrated retirement income planning, investment strategies and insurance.
Capitalize On Our Experience
Harper Financial Associates has the knowledge and the desire to help you. Whether you are an individual, family, business owner, retiree or near-retiree, we can help you find the right insurance, investments and retirement income strategies to support your goals.
We Are:
Experienced
With 20-plus years of experience working with hundreds of clients, we know what can work and how to avoid pitfalls.
Knowledgeable
We are committed to life-long learning and always share our knowledge with clients so they can make the best decisions for themselves.
Integrated
We use a blended approach made of customized strategies to match the risk tolerance and overall goals of each client.
How can we serve you?
With a range of services, Harper Financial Associates can help clients identify what is needed to craft a well-rounded retirement income plan.
Retirement Income Planning
Investments
Insurance Strategies
Annuities
Social Security Planning
Estate & Legacy Planning
Tax Minimization Strategies
Is your retirement plan built to withstand a bear market?
Download our complimentary Bear Market Survival Guide to learn how to protect your retirement plan from market volatility.
Have questions about your future retirement planning?
Let Harper Financial Associates give you a free, no-obligation review of your current plan to see if we can help you feel confident in your retirement future.
Want to Learn More?
Our team is here to serve our clients in-person at one of our various locations in Eastern Massachusetts, as well as virtually to our clients throughout the country. We are here to answer any questions or concerns you may have.
Fields marked with a * are required.
Short Form
Robert Allen, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Harper Financial Associates and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through Gibbs Wealth Management but are offered and sold independently by Harper Financial Associates, License #3002121866, and Robert Allen License #1759058.