Our Services

With a proven track record managing a wide variety of investment and insurance needs for more than 12 years, Harlan Financial, LLC has worked with individuals and businesses from small startups to large corporations and is equipped to support you through any challenge you may be facing.


Whatever financial management advice you may need, please contact us for a complimentary portfolio diagnostic to see how we can help you with:

Retirement Planning

Enabling stress-free retirement

Retirement can be one of the most exciting times of your life, but the planning for it can also be quite overwhelming. We work with your individual situation to make sure that you your transition is easy and stress free.  By evaluating your investments, budgets, and estate planning, as well as current and future goals, we take a wholistic approach to making sure our recommendations fit your specific need. We offer a variety of retirement planning services, including:

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  • Retirement Income plans

  • Financial planning

  • IRA rollovers

  • Pension planning

  • Portfolio analysis and design

  • Coordination of goals and investment strategies

  • Portfolio evaluation and recommendations

  • Tax alignment of investment planning

  • Asset allocation to maximize risk / return optimization

  • Account Management ( IRAs, ROTH IRA, Individual, and  Joint accounts)

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Financial and Wealth Planning

Helping you achieve your financial peace

We provide individualized services to help alleviate your financial pressure. With more than 12 years of experience, we have the knowledge and expertise to assist you through any situation. From investment management to budgetary needs, to comprehensive financial planning, we plan around your specific goals and objectives to help you protect and grow your assets. We provide comprehensive financial and wealth planning services, including:

  • Financial Planning

  • Budget analysis

  • Portfolio Analysis and Design

  • Investment Account Management

  • Coordination of goals and investment strategies

  • Portfolio evaluation and recommendations

  • Tax alignment of investment planning

  • Asset allocation to maximize risk / return optimization

  • Account Management ( IRAs, ROTH IRA, Individual, and  Joint accounts)

 

Insurance Planning and Optimization

Creating efficient asset protection

Insurance can often be one of the most overlooked pieces of your financial puzzle. At Harlan Financial, we review the insurance coverages you have in place to make sure it fits your needs. Our life goals often change over time and making sure you have insurance coverage in place that fit your goals through every stage of life is one of the most prudent things you can do. We help you evaluate the level of coverage you need and advise you of changes as needed throughout your lifetime through:

  • Life Insurance evaluations and recommendations

  • Disability Insurance evaluation and recommendations

  • Long Term Care Insurance review and recommendations

  • Annuity Review, recommendation and if needed rescue

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Business and 401(k) plan management

Stress free employer sponsored plan management

As a business owner or leader, making sure you have the right benefits in place for your employees is critical. It can also be one of the most challenging and complex processes to tackle. At Harlan Financial, we understand that you need a trusted partner to help navigate the process to create an easy to use, robust and beneficial solution for your employees. We will evaluate your current plan design, cost, diversification and compliance and benchmark it against peer and industry standards to help you design a plan that optimizes the benefit to both your organization and your employees.


Through our partnerships and open architecture platform, we build customized plans based around each organization’s unique needs and objectives.  We offer complete support for 401(k) planning, including:

  • Retirement Plan Diagnostic, Benchmarking and Review

  • Retirement Plan Design, Implementation, management and education 

    • Including Employer Sponsored Plans: 

      • 401 (k)

      • Peps

      • Simple IRAs 

      • 403 (b) 

      • Profit Sharing 

      • SEP-IRAs

  • Alternative Tax Strategies