Thursday, February 10, 2011
Five Star Wealth Manager
Ellen D. Ginsberg of Harbor Asset Planning has been named to the 2011 FIVE STAR Wealth Managers list in Boston Magazine (February 2011). With more than 20,000 wealth managers in the Boston area, this is an elite group, representing less than 3 percent of the wealth managers in the Boston area.
Wednesday, December 9, 2009
Bookkeeping Experts to part-Time Controller to CFO Services
Harbor Asset Planning provides a range of services from basic bookkeeeping to part-time Controller or CFO consulting. We can cleanup your QuickBooks files and implement streamlined bookkeeping for your business. We work for small companies and CPAs who want us to manage clients' bookkeeping.
Saturday, December 15, 2007
Ellen Ginsberg Financial Planning
www.harborassetplanning.com
Financial Planning Services
- Tax Management Strategies
- Retirement Income Analysis
- Corporate Retirement Plans
- IRA, Roth Conversion and Required Minimum Distributions
- Estate Planning
- Trusts
- Insurance Review
- Long-Term Care
- College Savings Plans
- Small Business Planning
Monday, December 10, 2007
Scott Leabman Financial Planner
www.harborassetplanning.com
A principal at Harbor Asset Planning, Scott specializes in business consulting, insurance analysis, estate planning and fixed income investments. He believes that insurance and well-reasoned risk management are important in providing protection from unanticipated events. Scott recommends regular reviews of each client's financial, personal and family circumstances. As they change, so too will one's insurance and financial needs. Estate planning must also undergo periodic reviews and changes in order to remain effective.
A principal at Harbor Asset Planning, Scott specializes in business consulting, insurance analysis, estate planning and fixed income investments. He believes that insurance and well-reasoned risk management are important in providing protection from unanticipated events. Scott recommends regular reviews of each client's financial, personal and family circumstances. As they change, so too will one's insurance and financial needs. Estate planning must also undergo periodic reviews and changes in order to remain effective.
Scott Leabman Business Consultant
www.harborassetplanning.com
Scott is a principal of Harbor Asset Planning, a Fee-Only financial planning firm located in Belmont, MA. In addition to financial planning, Scott has been working as a management consultant providing a wide range of business services to small companies including the management of day-to-day operations, backend fulfillment, employee benefits, insurance analysis, payroll, software consulting and accounts receivable and payable. He will evaluate your company operations and offer solutions for increasing productivity and saving you time.
Scott is a principal of Harbor Asset Planning, a Fee-Only financial planning firm located in Belmont, MA. In addition to financial planning, Scott has been working as a management consultant providing a wide range of business services to small companies including the management of day-to-day operations, backend fulfillment, employee benefits, insurance analysis, payroll, software consulting and accounts receivable and payable. He will evaluate your company operations and offer solutions for increasing productivity and saving you time.
Subscribe to:
Posts (Atom)