Harper Financial Associates, LLC

Harper Financial Associates, LLC is a retirement planning firm that specializes in working with investors who are five years or less away from retirement. The firm has developed the PRO planning process, utilizing its 40+ years of combined experience, advanced planning tools, and a team of experts to optimize clients' retirement income and tax liability. One client described Harper Financial Associates as "a port in the storm" during their retirement planning process. The firm's president, Bob, was praised for his tenacity in helping the client understand complex concepts, presenting a clear plan, and being upfront about both what is going well and where adjustments are needed. The client trusts Bob and feels that he is very responsive to their questions. Another client highly recommends Harper Financial Associates for those considering having their retirement options reviewed. Bob was praised for his knowledge of Social Security and tax implications, as well as his ability to present a plan that made sense. The client noted that after attending one of Bob's seminars, they decided to transfer their retirement assets to Harper Financial. Finally, another client shared that they and their spouse have been working with Harper Financial Associates for several years and have found Bob to be a trusted advisor on all aspects of their financial well-being. They praised his availability and responsiveness to their questions, as well as his expertise in IRA distributions, portfolio allocations, tax implications, social security planning, estate planning, and Roth conversions. The client feels fortunate to have Bob as their financial planner.