The Harmon Financial Group joined UBS Financial Services Inc. in 1997 and, with more than 90 years of combined investment experience, manages client assets in excess of $600 million.
The group uses a team-based approach to helping clients pursue their financial goals and objectives. Service and education are top priorities, and a main focus is to help clients develop and implement personal financial structures that address their particular objectives and are consistent with their individual risk tolerances. This approach is facilitated by the fact that each professional on the team concentrates on a different segment of financial planning and services, but as a whole the group is able to deliver comprehensive solutions.
The team offers a financial planning process that includes attending its complimentary educational workshops. These workshops are designed to provide individuals with a solid foundation of knowledge before starting the financial planning process. The group is continually invited to speak at various corporations and organizations on topics ranging from "How to Plan for a Successful Retirement", & "How to Make Prudent Investment Decisions" to "How to Accomplish Effective Professional Portfolio Management." After attending one of the educational seminars, prospective clients assess their objectives and risk tolerance through a complimentary consultation with the Financial Advisors.
The Harmon Financial Group works with accountants, lawyers and other advisors to help clients implement and monitor their plans. The team frequently hosts other professionals to be guest speakers for their numerous educational workshops.