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Products & Services

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