Harmony Wealth Group
Financial Advising
Why pick this one
Harmony Wealth Group provides retirement income planning in Locust, NC, including Social Security maximization, Medicare, long-term care, and investment management.
Best for
- People nearing retirement who need income and Social Security planning
- Retirees evaluating Medicare, health insurance, or long-term care options
- Clients seeking IRA or 401(k) rollover and investment management guidance
- Families planning life insurance, legacy transfer, and survivor protection
- Veterans seeking veteran benefit planning
Specialties
- retirement income planning
- Social Security maximization
- fixed indexed annuities
- veteran benefit planning
- long-term care planning
- Medicare planning
- legacy planning
- IRA/401(k) rollovers
Certifications
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Retirement Income Certified Professional (RICP)
What makes them different
- Travis Griffin personally works with clients to develop retirement strategies
- Customized plans combine income planning, health care solutions, life insurance, and investment management
- Free financial and retirement guidance videos are published through the company education library
- Ryan Decker has over two decades of experience in the financial services sector
- The company addresses retirement risks including long-term care, sequence of returns, health care costs, inflation, and survivor needs
- Serves
- Locust
Distilled from this business's own website.
Contact & Location
- Address
- 127 Ray Kennedy Dr, Locust, NC 28097
- Phone
- +17042897283
- Website
- http://www.harmonywealthgroup.com/
- tg@harmonywealthgroup.com
Services
- retirement planning
- financial planning
- health care planning
- life insurance planning
- investment management
- tax services