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Harding's Wealth Managers Services

We provide retirement services and estate planning services on a fee basis. Working on a fee basis allows us to:

  • Customize an investment portfolio that is designed to help you realize your short- and long-term investment goals.
  • Provide simplified performance reporting, making it easy for you to monitor your account.
  • Support you with ongoing professional advice, timely information about your account and updates on the world's financial markets.
  • Manage your portfolio and make investment changes without commissions as your objectives or the economic climate changes.


If you would like any further information about fee-based asset management or other areas of investing, please do not hesitate to contact me.

  • Managed asset plans - for professional fee-based portfolio management through TD Ameritrade.
  • Cash flow analysis - for everyday budgeting.
  • Retirement planning - to design an investment strategy to help you meet all of your retirement goals.
  • Investment portfolio analysis - to keep you informed of how your investments are performing, and to make adjustments as needed.
  • Variable and fixed annuities - for tax-deferred growth potential.

 

 

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