Scott Sanford and Harmony Private Client Advisers can provide assistance in the following areas:
Financial Planning
- Investment Planning
- Retirement Planning
- College Planning
- Business Planning
- Estate Planning
- Insurance Planning
- Savings/Accumulation Planning
- Retirement Income and Distribution Planning
- Budget Planning
- Investment Tax Management/Planning
Investment Accounts and Investments
- Brokerage Accounts
- Roll Overs
- Traditional IRA
- Roth IRA
- SEP IRA
- Simple IRA
- Employer Sponsored 401(k)
- Individual/Solo 401(k)
- UTMA/UGMA
- Coverdell ESA (Education Savings Account)
- Mutual Funds
- ETF's
- Common Stocks
- Bonds
- Treasury Bills/Notes
- Government Securities
- Fixed and Advisory Annuities
Insurance
- Life Insurance
- Disability Income Insurance
- Long-Term Care Insurance
