The Harbor Retirement Group was founded by Mark D. Holt, Estate Attorney and Financial Advisor. Harbor Retirement Group merges legal and financial matters into a successful life planning corporation. We prepare all estate documents including Wills, Trusts, Powers of Attorney, Health Care Directives along with LLC, and S Corp Arrangements and represent clients in Probate and Civil Court. They merge the legal work with financial planning, retirement planning, health and life insurance planning covering all bases. The Harbor Retirement Group represents the client not an investment firm, bank or insurance company. We are unique in that we can give financial planning for the long or short term while considering the legal concerns and aspects for your estate.
Harbor Retirement Group