New Harbor Financial Management was formed in 2007 by Jeff and Pat Karas. New Harbor is an independent financial services firm committed to offering personalized service to each and every client. Our personalized service is enhanced by our working relationship with Commonwealth Financial Network®. This relationship allows us to offer clients a wide variety of investment and planning options, advanced technology, and confidence in security. Our main focus areas include:
- Financial Planning
- Wealth Accumulation
- Retirement Income Planning
- Retirement Planning for Businesses
- Estate Planning and Asset Protection
- Life Insurance and Long-Term Care Insurance