Harbor Pointe Financial

Harbor Pointe Financial is a values-based financial planning firm dedicated to empowering individuals, families, and small business owners to make smart choices with their money. Our mission is to provide the best service and resources available while upholding the highest ethical standards in the industry.

Founded by Stefanie Bashore, a Certified Financial Planner professional, Harbor Pointe Financial is committed to providing comprehensive financial planning services to a select group of clients throughout the United States. Stefanie's extensive experience in the industry, combined with her passion for empowering others to make informed decisions about their financial futures, has earned her a reputation as a trusted and dedicated financial advisor.

Values-Based Planning

At the heart of our approach is a values-based planning process that begins with an understanding of our clients' most deeply held values. We believe that decisions regarding one's financial future are rarely easy and that clarity on what is important to an individual is essential in crafting a personalized financial plan. Our process involves uncovering a client's values, aligning them with their financial goals, and creating a customized financial roadmap to help them achieve their aspirations.

Expertise

Harbor Pointe Financial offers a wide range of financial services, including comprehensive financial planning, investments, retirement planning, income tax planning, estate planning, cash and debt management, and insurance and risk management strategies. Our expert team is dedicated to providing objective guidance and tailored solutions to meet the unique needs of each client.

Independent Advice

As an independent financial planner and business owner, Stefanie Bashore is uniquely positioned to provide unbiased advice, free from sales quotas or proprietary products. By partnering with an independent financial solutions firm, Cambridge Investment Group, Inc., we are able to offer a holistic approach to financial planning, tailored to meet the specific needs of each client.

Commitment to Excellence

At Harbor Pointe Financial, we are committed to excellence in all aspects of our business. We uphold a culture of service excellence, reflecting the values of our founding principles: integrity, commitment, flexibility, and kindness. Our staff is dedicated to providing exceptional service and support to our clients, ensuring a personalized and memorable experience.

Client Spotlight

Join the growing number of individuals, families, and small business owners who have entrusted us with their financial futures. Our team is dedicated to empowering our clients to achieve their dreams, and we look forward to working with you to achieve your financial goals.