Services and Product Offerings


At HarbourPointe Financial Resources, we provide a broad range of financial services and planning solutions, as well as quality investment and risk management offerings for both individual clients as well as businesses.


Personal Planning Techniques    
  • Asset Allocation and Portfolio Management    
  • College 529 Plans
  • College Funding Alternatives
  • Directed Trust Services
  • Charitable Giving Solutions


  • Individual and couples estate planning*
  • Individual Retirement Plans
  • Retirement Income Planning
  • Self Employed Retirement Strategies

*Estate Planning services provided in conjunction with your licensed legal advisor.

Investment Offerings    
  • CD and Money Market Accounts
  • Fixed and Variable Annuities
  • Full Service Brokerage Platforms
  • Comprehensive Money Management Accounts
  • Government Securities
  • Limited Partnership Investments
  • Load and No Load Mutual Funds
  • Professionally Managed Investment Portfolios
Personal Risk Management    
  • Life Insurance
  • Disibilty Income Insurance
  • Long-Term Care Insurance
  • Individual Health Plans
Business Planning Solutions    

Business Strategies

Employee Benefits

  • Exceutive Benefits Planning
  • Key Person Insurance
  • Buy/Sell Planning
  • Split-Dollar Arrangements
  • Deferred Compensation
  • Business Succession and Continuity Planning
  • Health Plans
  • Life Insurance
  • Short/Long-Term Disability
  • Long-Term Care
  • College 529 Plans
  • Retirement Plan Design and Implementation