HARBOR FINANCIAL ADVISORS is dedicated to providing financial planning services and sound investment advice, in simple enlightened terms, rather than industry Mumbo-Jumbo! As we develop and implement solutions strategically designed to address your individual needs and wishes, we believe - True Financial Wisdom calls for Planning for the Future.
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out. This article discusses various high-frequency indicators economists use to monitor the pandemic's impact and the economic recovery's progress. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out. This article discusses various high-frequency indicators economists use to monitor the pandemic's impact and the economic recovery's progress. Explore some key factors between the housing squeeze and recent signs that suggest it may be easing.
Services
KURT RODDY of HARBOR FINANCIAL ADVISORS began his career over twenty-five years ago while working for a Seattle-based law firm that specialized in estate planning and tax litigation. This "boot-camp" experience provided the framework of what would become a passionate pursuit to help clients better protect their personal and financial affairs and avoid the many pitfalls that failing to properly plan inevitably brings.
OUR PROCESS: While many firms have a one-size-fits-all approach to their clients, Kurt and his colleagues at Harbor Financial Advisors believes that every client has a unique set of circumstances, goals and objectives. This foundational belief is what dictates that individuals receive the time and attention that affords them the comprehensive evaluation and analysis they deserve.
Over his 20+ years as a financial advisor, Kurt has had the opportunity to learn from numerous colleagues and mentors, not to mention the influences of authors such as Larry Burkett, Ed Slott and Dave Ramsey. Studying the works of these and many others has afforded Kurt both personal and professional growth that his clients can potentially benefit from.
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch. The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.
Among the lessons of the recent financial crisis is the need for virtually everyone - young and old - to acquire a basic knowledge of finance and economics. These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts. Select one of the flipbooks below and click the image to view it.
Reviews
Be the first to review Columbia Financial Advisors.
Write a Review
