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.
Benjamin A. Harding, Kimberly A. Harding, Robert Doherty, Matt Angel (CA Insurance Lic #0M09970), and Christopher Donovan 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.
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.
Benjamin A. Harding, Kimberly A. Harding, Robert Doherty, Matt Angel (CA Insurance Lic #0M09970), and Christopher Donovan 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.
Services
Benjamin A. Harding, Chartered Life Underwriter, CERTIFIED FINANCIAL PLANNERTM has been in the insurance and financial services industry since 2002.
Ben focuses in working with owners of small businesses and families with Fee Based Comprehensive Financial Planning1.
Ben helps his clients gain focus on what is most important to them; create a plan to help achieve and protect these goals; and then execute and monitor them over many years.
Ben frequently works with small closely held businesses on their succession and exit strategies as well.
Ben focuses in working with owners of small businesses and families with Fee Based Comprehensive Financial Planning1.
Ben helps his clients gain focus on what is most important to them; create a plan to help achieve and protect these goals; and then execute and monitor them over many years.
Ben frequently works with small closely held businesses on their succession and exit strategies as well.
At Harding Financial and Insurance we strive to help individuals and families discover and achieve their own financial harmony.
Harding Financial and Insurance is a company built on integrity, honesty and a passion for helping people.
We aim to collaborate with our clients in a meaningful long term relationship that can help bring greater financial peace of mind to the people we serve.
Our belief is that goal setting, financial consciousness and communication is the key to a clients financial harmony.
Harding Financial and Insurance is a company built on integrity, honesty and a passion for helping people.
We aim to collaborate with our clients in a meaningful long term relationship that can help bring greater financial peace of mind to the people we serve.
Our belief is that goal setting, financial consciousness and communication is the key to a clients financial harmony.
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.
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.
Problem Solving: 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.
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.
Problem Solving: 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.
Contrary to what many of my fellow female colleagues and mentees perceive, I refuse to accept the notion that women are at a disadvantage in the financial services industry.
With 58 percent of Americans believing their financial planning efforts need improvement1, I believe that it's more important than ever for advisors to not only connect with their clients but to communicate effectively with them.
While this has been a main focus for advisors, it has become increasingly more challenging in today's world as clients are living busier, more demanding lives.
With 58 percent of Americans believing their financial planning efforts need improvement1, I believe that it's more important than ever for advisors to not only connect with their clients but to communicate effectively with them.
While this has been a main focus for advisors, it has become increasingly more challenging in today's world as clients are living busier, more demanding lives.
Through Eagle Strategies, we provide fee-based financial planning, investment advisory services and access to investment management programs.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer New York Life agents unparalleled assistance in estate, business, and life insurance planning.
Eagle Strategies LLC is registered with the Securities and Exchange Commission as an "Investment Adviser" and is an indirect, wholly-owned subsidiary of New York Life.
The Advanced Planning Group collectively leverages years of practical experience as lawyers, accountants and financial service providers to offer New York Life agents unparalleled assistance in estate, business, and life insurance planning.
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