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Stephan Shaughnessy, CPA/PFS, CFP, RIA
Office:
205 E. Main Street
Huntington NY 11743
1-800-ADVISER ext. 1005
Phone:
(631) 425-7674
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Services Available:
Financial
Planning
Money Management
100% Independent
100% Objective
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Overview
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Harborwealth
Management provides an integrated tax and financial planning
strategy to every client based on an individual's
specific needs. When you become a
client, they concentrate on your specific goals and
objectives, whether they are personal, family or
business-related. They review all of the elements such
as investment portfolio and insurance coverage that
will affect the management of your assets. Tax
implications are considered. |
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Available
Services
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Financial
Planning Services
Financial
planning services are available based upon your specific
financial situation and objectives. Services available
include: asset allocation strategies, cash flow planning,
retirement planning, educational funding planning, stock
option exercise planning and recommendations summaries.
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Portfolio
Management
We
begin the portfolio management process by establishing an
investment policy statement that describes your goals and
investment objectives. We analyze your assets and
liabilities and review your cash flow requirements. We
evaluate and monitor your investments and risk
tolerance. We then recommend an asset allocation strategy.
Once agreed, we implement and then monitor a portfolio
strategy.
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Information
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References
References
are supplied based upon the specific type of service
you are looking for.
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Account
Minimums
None.
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Work Hours & Response Time
Regular
Office Hours are from 9 to 5 (Eastern), Monday through Friday; will respond daily.
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Pricing
and Fees
Fees
are based upon the specific service you desire. In
general, our fees for comprehensive financial planning
services range from $2,000 to $5,000. Portfolio
management fees are charged based upon a percentage of
assets.
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