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Harbor Point

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Financial & Insurance Services

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About Us

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Financial Planning

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Investment Strategies

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Accumulation Planning

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Estate Planning

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Life Insurance

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Retirement Planning

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Life Insurance

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Long Term Care Insurance

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Disability Insurance

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Child Gifting/ College Saving

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Tax Reduction Strategies

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Coordination with other Professionals

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Buy/Sell Agreements

Key Employee Coverage

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They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side—someone who can help evaluate your needs; assess the current economic landscape; and recommend a plan of action that will help protect your family's wealth, lifestyle, and dreams for the future. Let's get started—there's no better time than now.

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Our Expertise

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Financial Planning

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Investment Strategies

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Accumulation Planning

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Estate Planning

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Life Insurance

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Retirement Planning

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Life Insurance

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Long Term Care Insurance

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Disability Insurance

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Child Gifting/ College Saving

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Tax Reduction Strategies

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Coordination with other Professionals

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Buy/Sell Agreements

Key Employee Coverage

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Calculators

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Having control over your day-to-day finances

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Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.

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Easy steps for starting a “surprise” fund

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Surprises happen, and they can get very expensive. Whether you have a Surprise fund already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.

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Contact Us

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PJ Haggerty

Financial Services Professional

Brent Agee

Financial Services Professional