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Individual Investments

At Harvard Financial we provide third-party consultation that offers unique investment and financial planning strategies to individuals who desire to plan for a profitable future and safe retirement. We understand that it can be overwhelming to decide which investment is the best for you and which one will generate the most return in the long run while also strategizing how best to handle your current funds. We are dedicated to helping you increase your wealth and plan ahead for retirement.

Harvard financial offers a full spectrum of expertise including:

  • Wealth accumulation
  • Estate planning
  • Taxation
  • Business planning
  • Risk management
  • Retirement planning

We personally sit down with each client and help them create a financial plan that enables them to achieve their monetary goals. Once you explain to us when you plan to retire, how much you would like to retire with, and how much you want to set aside for your family then we can create a detailed and flexible plan that will enable you to achieve your goals. Harvard Financial is a highly respected name in wealth management because of our industry expertise. We have worked with a full range of clients and are able to help anyone succeed in their life-long financial goals.


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