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How We Serve Clients
We understand that all of our clients are at different points in their journey.
As financial advisors with Eagle Strategies LLC, Ben and Kim Harding understand that all of their clients are at different points on their financial journey. Ben and Kim have two different client experiences depending on the needs of their clients:
Comprehensive Fee Based Financial Planning*
This is an in depth financial planning process that explores all aspects of a clients financial objectives and where they stand in regard to their objectives. This process is fee based and typically explores the following areas for clients:
Long Term Objectives: Education Planning, Retirement Planning, Legacy and Wealth Transfer Short Term Objectives: Emergency Reserves, Short Term Goals, Cash Flow Analysis Risk Management: Death, Disability, and Long Term Care Planning
This is an objective fee based process that typically involves 3-5 meetings.
This process is shorter and is designed for clients who have a specific problem that they are trying to solve. The process is geared towards clients who will face significant life changes in the near future and completing a full comprehensive plan is irrelevant at this time. This process is not fee based and typically is 3 meetings.
*Only Ben and Kim Harding are members of Eagle Strategies, and therefore able to provide Financial Planning Services
Scope of Services
"Financial freedom is a mental, emotional and educational process."
- Robert Kiyoaski
1Investment Advisory and Financial Planning services offered through Eagle Strategies LLC, A Registered Investment Adviser.
2The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Neither Harding Financial & Insurance nor NYLIFE Securities LLC or any employees, representatives or affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional before making any decisions.
*All financial planning and advisory services are offered through Eagle Strategies LLC, a registered investment adviser. Harding Financial & Insurance is not owned or opperated by Eagle Strategies LLC.
Benjamin A. Harding, Kimberly A. Harding, Robert Doherty, Dave Redonnet, Matt Angel (CA Insurance Lic #0M09970), and Marcos Navarro are Agents collectively licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AK, AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and WI . No insurance business may be conducted outside this/these state(s) referenced.
Benjamin A. Harding, Kimberly A. Harding, Robert Doherty, Dave Redonnet, and Matt Angel are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of AK, AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
1Benjamin A. Harding, Kimberly A. Harding and Robert Doherty are Financial Advisors offering investment advisory services through Eagle Strategies, LLC, A Registered Investment Adviser, collectively in the states of MA, ME, VA, CT, FL, NJ, IL, MN, NH, WI, PA, and NY. As such, these services are strictly intended for individuals residing in the states referenced.
Harding Financial and Insurance is not owned or operated by NYLIFE Securities LLC, Eagle Strategies LLC, or any affiliates.