Harbor Light Planning

Harbor Light Planning, LLC is a holistic financial and life planning firm that specializes in providing personalized, tax-focused financial planning and investment management to individuals and families. Harbor Light Planning helps clients identify personal financial objectives, manage cash flow, handle tax planning and individual tax preparation, and navigate retirement, insurance, and estate planning. Services are tailored to each client's unique needs. Harbor Light Planning offers a comprehensive service that combines financial planning and investment management for a fixed annual fee, project-based agreements for narrower scopes, and standalone investment management. Harbor Light Planning operates on a fee-only basis, does not sell financial products or insurance, and does not accept commissions.