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Harbor Light Planning

Harbor Light Planning

Financial Services, Grand Riv Ave Ste 201, Wixom, , 48375, Michigan, 42705, United States, 1-10 Employees

harborlightplanning.com

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phone no Phone Number: 24********

Who is HARBOR LIGHT PLANNING

Harbor Light Planning is a comprehensive, Fee-Only, goal-based personal financial planning firm located in Wixom, Michigan. Specializing in taxes, investment allocation, estate planning, ...

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  • 42705 Grand Riv Ave Ste 201, Wixom, Michigan, 48375, United States Headquarters: 42705 Grand Riv Ave Ste 201, Wixom, Michigan, 48375, United States
  • 2003 Date Founded: 2003
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: Under $1 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282

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Harbor Light Planning Org Chart and Mapping

Employees
Courtnie Alford

Courtnie Alford

Client Specialist

Kelly Adams

Kelly Adams

Fee-Only Financial Advisor

Audra Skaryd

Audra Skaryd

Client Coordinator

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Frequently Asked Questions Regarding Harbor Light Planning

Answer: Harbor Light Planning's headquarters are located at Grand Riv Ave Ste 201, Wixom, , 48375, Michigan, 42705, United States

Answer: Harbor Light Planning's phone number is 24********

Answer: Harbor Light Planning's official website is https://harborlightplanning.com

Answer: Harbor Light Planning's revenue is Under $1 Million

Answer: Harbor Light Planning's SIC: 6282

Answer: Harbor Light Planning has 1-10 employees

Answer: Harbor Light Planning is in Financial Services

Answer: Harbor Light Planning contact info: Phone number: 24******** Website: https://harborlightplanning.com

Answer: Harbor Light Planning is a comprehensive, Fee-Only, goal-based personal financial planning firm located in Wixom, Michigan. Specializing in taxes, investment allocation, estate planning, retirement planning, and goal attainment, Harbor Light has been providing clients with holistic financial advice for over a decade. It's senior staff member has over 25 years of experience. Harbor Light Planning specializes in working with middle income individuals and families. Our main objective is to assist our clients in defining and obtaining their life and financial goals. We do not limit our client demographics by age, income or net worth. As long as you have goals to achieve and are willing to do the work to make them come to fruition, you are eligible to interview to become a client. Our decision making planners have achieved widely respected industry certifications of CERTIFIED FINANCIAL ADVISOR (CFP) and Enrolled Agent (EA). Our client facing support staff have defined paths to gain knowledge through supporting the senior planners and are enrolled in ongoing education to achieve their certifications.

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