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Your Retirement Planning Journey Starts Here
Dedicated partner in your ultimate retirement dream.
Guides to Help You Through Your Financial Planning & Wealth Management Journey
We answer some of the most important retirement planning questions that most retirees and pre-retirees ask.
Bear Market Survival Guide: How to Overcome Retirement Income Challenges & Protect Yourself from Market Volatility
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.
Retirement Planning Workshops
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. Check back soon for our upcoming events!
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.
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Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Harper Wealth Management), a SEC Registered Investment Advisor. Insurance products and services are offered through Harper Financial Associates. Gibbs Wealth Management, LLC (DBA Harper Wealth Management) and Harper Financial Associates, are unaffiliated companies.
Gibbs Wealth Management (DBA Harper Wealth Management), outgoing and incoming e-mails are electronically archived and subject to review and/or disclosure to someone other than the recipient. We cannot accept requests for securities transactions or other similar instructions through e-mail. We cannot ensure the security of information e-mailed over the Internet, so you should be careful when transmitting confidential information such as account numbers and security holdings. If the reader of this message is not the intended recipient, or an employee or agent responsible for delivering this message to the intended recipient, you are hereby notified that any dissemination, distribution or copying of this communication is strictly prohibited. If you have received this communication in error, please notify us immediately by replying to this message and deleting it from your computer. 22360 - 2022/10/20