A Star Power Game Plan
The Unmatched Value Working with Harbor West Wealth Management;
A division of Northeast Community Bank
Clarify Vision & Future
It takes a certain perspective to see the big picture. It is our task to assist you to see those possibilities you may not recognize on your own. It’s important for young athletes to sit down and think about what they imagine their lives looking like after they retire from sports. Do they have a next career in mind? Or will they save enough to step away from the game all together? With younger and younger athletes entering the Major and Minor Leagues, some athletes will "retire" from their professional baseball career before they hit age 30!. If they live into their eighties, that's fifty plus years of life left to fund.
Balance Professional Career & Life
The gift of being a professional athlete is they have the ability acquire extraordinary wealth at such a young age in their career. However, this is also time to realize your career is much shorter than the rest of the workforce. Athletes, being so competitive, have to put a lot of time and hard work into their careers. Most do not have the time to manage their day to day finances. The Harbor West Team assists the player with their personal transactions as well as works to help them prepare for a lifetime of success and wealth.
Create Financial Independence
Comfortable financial independence throughout their retirement years is the single most common objective our clients seek. Whether you are twenty years or two years away from retiring —or already in retirement — we can help. Most of our clients require tax saving strategies that must be incorporated each year. There are often times in one's financial life that a significant tax event occurs necessitating careful examination. These include taxation in multiple states, a sale of highly appreciated assets, a pension, a retirement payout decision, a charitable giving opportunity or a host of other situations. We work with you and other Trusted Advisors to assure you are receiving the best tax treatment possible.
Help & Protect Family
Keep your eye on the ball!
|Clarify Vision & Future||Balance Professional
Career & Life
|Help & Protect Family|
|Plan for the Future||Meet Your Needs||Simplify Finances||Help Children|
|Financial Planning||Income Planning||Investment & Savings||Educate About Money|
|Retirement Income||Limit your Expenses||Home & Other Assets||Loans & Gifting|
|Estate Planning||Budgeting||Aggregate & Automate||Special Interests|
|Valuations/Projections||Pension/Social Security||Asset Allocation||Special Needs|
|Ease Life's Transitions||Enhance Lifestyle||Reduce Taxes||Manage Education|
|Marriage||Establish Residence||Tax-Loss Harvesting||Savings & Inv.|
|Birth/Death||Family Trips & Events||Tax Deferred Investments||Private Vs Public|
|Career in Retirement||Hobbies & Leisure||Federal & Muni Securities||Student/Parent Loans|
|Divorce||Lease vs. Purchase||Tax Credits||Grants/Scholarships|
|Give to Charities||Concierge Services||Protect Assets||Care for Beloved|
|Planning Strategies||Manage Personal Banking||Insurance||Wills & Trusts|
|Tax-advantaged Gifts||Property Management||Liquidity||Power of Attorney|
|Low Basis-Assets||Travel, Hotel & Car Service||Real Estate||Medical Directives|
|Give to Community||Errand Services||Avoid Scams||Protect Heirs|
A proven approach
We take a disciplined approach to financial planning because, time and again, we’ve seen it work for our clients. And that’s why we believe it’s the best way to put your goals and dreams more within reach. Through an ongoing personal financial planning relationship, you’ll find the support you need to:
- Take advantage of opportunities and address the issues that come with each of life’s milestones.
- Find and close gaps that could keep you from achieving your dreams.
- Plan for your goals and make confident decisions based on your needs and unique financial situation.
- Address complex areas of your financial life, such as leaving a legacy to the people and causes you care about most.
- Track your progress and adjust your plan to stay on track with your goals.
You're Safe with Harbor West!
Harbor West is a wealth management frm, a division of Northeast Community Bank dedicated to helping our clients reach their fnancial goals. Whether it’s assistng with your professional career, fnancial security for you and your family or retrement planning, helping naiigate through life transitons like marriage/diiorce, or asset and iniestment management, we customize your fnancial plan to your indiiidual goals, aspiratons, eien dreams.
Is my Money Safe?
This queston is on eiery iniestor’s mind, giien the recent turmoil in fnancial markets.
At Harbor West, seieral important support systems, and checks and balances, are in place to help protect your iniestment portolio