FIND YOUR CONFIDENCE:
FINANCIAL PLANNING FOR DOCTORS IN SAN DIEGO
JOIN HARMON STREET:
WE ARE YOUR TRUSTED PARTNER FOR FINANCIAL PLANNING FOR THOSE IN THE MEDICAL PROFESSION
It’s time to put determination in your stride: we are your financial planning partner for effectively meeting the challenging picture that doctors face when structuring their finances. Harmon Street works with the specific needs and aspirations of a wide range of healthcare professionals — it’s one of the best ways to gain more time to focus on meeting the needs of your patients.
HARMON STREET: HERE TO ELEVATE YOUR FINANCIAL STRATEGY
The internet and social media are crammed with financial and investment guidance that can be confusing or even untrustworthy. Let Harmon Street be your trusted source for sound financial advice that is relevant to the unique needs of doctors—and cuts through the noise.
The Harmon Street team is a committed group of financial professionals specializing in meeting the financial needs of doctors in a way that works consistently toward their goals. With an in-depth understanding of financial considerations that medical professionals often take into account, we leverage knowledge and expertise to offer physicians of all kinds constructive, personalized support in crafting financial planning strategies that make sense for the goals of doctors.
Our team includes CERTIFIED FINANCIAL PLANNER™ Jeff Andrews, and support staff with over 20 years of experience. We’ve nurtured a passion for helping doctors better achieve their financial dreams through consistent communication, helping you craft a more secure, well-planned future.
SERVICES TO BUILD ON
Financial Planning
We take a holistic approach to financial planning, considering all aspects of your financial life. Whether you’re just starting your medical career, planning for retirement, or looking to optimize your investments based on your wishes, we have the tools and strategies to help you succeed.
SERVICES
Insurance plans don’t have to be an intimidating next step in the growth of your practice. Let Harmon Street guide you through the process of offering disability, life insurance, and group insurance.
Optimization
Our hands-on professionals work to help you maximize your income and reduce your tax liability, helping you keep more of your hard-earned money working for you.
Management
We’ll craft a personalized investment portfolio that suits your risk tolerance and long-term financial objectives, while doing so in a way that fits your lifestyle and values.
Planning
Let us do the heavy lifting in securing a retirement vision attuned to your wishes, so you can enjoy the fruits of your labor with greater confidence.
For you practice, Harmon Street is a trusted source in crafting retirement plans for your practice that meet the needs of your employees in an efficient way.
THE HARMON STREET DIFFERENCE
The Harmon Street team is the trusted source for financial planning for doctors in San Diego, and each of our professionals has an ongoing passion for helping doctors meet their goals.
Harmon Street doesn’t operate on selling pre-defined products to our clients. Each doctor’s financial journey is unique, and we create custom plans and strategies that address everyone’s specific needs.
With Harmon Street as your guide, you can focus on keeping the health of your medical practice, gaining the confidence you get with a transparent process of structuring your finances.
Our consistent track record of meeting client needs speaks for itself. We consistently help doctors focus on planning goals that align with their situation, helping them work toward their financial future.
Ready to work toward your financial well-being? Partner with Harmon Street today.
THE FINANCIAL PLANNING CHOICE
FOR SD’S MDs
Don’t wait to schedule your free, no-commitment FIT MEETING to discover the Harmon Street difference for financial planning for doctors in San Diego.
Mon – Fri: 8:00 – 5:00
15707 Rockfield Blvd.,Ste. 135 Irvine, CA92618-2872
Copyright © Harmon Street Advisors
Investment Advisory Services offered through Independent Advisor Representatives of Cambridge Investment Research Advisors, a Registered Investment Adviser.
No entities named above are affiliated with Cambridge Investment Research, Inc.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: AL, AZ, CA, CO, CT, DC, FL, HI, NC, NJ, NM, TN, UT, WA, WY. Cambridge and Harmon Street Advisors are not affiliated. • www.finra.org • www.sipc.org
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