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Dedicated partner in your ultimate retirement dream.
We answer some of the most important retirement planning questions that most retirees and pre-retirees ask.
The right asset allocation could reduce your exposure to market volatility. However, you also may want to incorporate other vehicles that can minimize risk and protect your retirement income. In this guide you’ll identify unique challenges that retirees face and gain tools that could help you enjoy the retirement you’ve always imagined.
Looking to learn more about one of our financial services? Harper Financial Associates occasionally offers informational workshops in the surrounding Hingham, MA area around relevant and popular topics like Social Security, Tax Minimization Strategies, Retirement Income Planning and much more. Stay tuned for future events in your area!
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.
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.
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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.