Harper Financial Associates, LLC

Mar 2024

Bob is becoming a port in the storm as I begin navigating what to do with retirement income, Social Security, and the moving target that is the recent tenuous financial landscape. He outdid himself gleefully chasing down what might be a nest-egg of a lost pension from a job many decades ago. I also really appreciate his tenacity in helping me to understand what I feel are very complex concepts. He is very upfront about what is going well and where there is opportunity for adjustments. I trust him.

Mar 2024

I highly recommend Harper Financial Associates . I had planned and saved for my retirement but had a lot of questions about dispersement and tax liability issues. Bob talked about developing strategies to preserve my wealth and helped me ask the right questions for my tax advisor to lessen the impact. He presented a plan that made sense. If you are thinking of having your retirement options reviewed, this is a good company to engage.

Mar 2024

My wife and I attended one of Bob’s seminars on Social Security at our local library. We were impressed with Bob’s knowledge about social security and tax implications that we decided to meet with him to discuss our current retirement portfolio and retirement planning. After our initial consult we transferred our retirement assets to Harper Financial. Since then, Bob has been a trusted advisor on all aspects of our financial well being (IRA distributions, Portfolio Allocations, Tax implications, Social Security planning, Estate planning, Roth conversions, etc). Bob is always available and very responsive to all our questions big or small. We are lucky to have him...read full review