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PLAN. RETIRE. LIVE.

We seek to serve as your trusted advisor, guiding you through life’s milestones.

Your Goals, Our Strategies

Discover an array of services for all your financial needs.

  • Investment Advisory

    Smart investing shouldn’t perplex, puzzle, or confound. Our data-driven strategies may help you avoid even the deepest of pitfalls.

  • Retirement Planning

    Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

  • Estate Planning

    Effective estate management enables you to manage your affairs during your lifetime and beyond. With over 100 years of collective experience, we'll help secure your legacy for generations to come.

  • Insurance (Life, Long-term Care, Disability)

    Our dedicated professionals can help create the insurance strategy you need. Protect your family from the financial consequences of life's unexpected events with our help.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

About Harper & Hodge

We understand that individuals face unique financial challenges at every stage of life. Together, we can help take the mystery out of finding your ideal tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

The professionals at Harper & Hodge have over a century of combined experience in financial services. With our knowledge and your goals, a sound financial strategy is more attainable than you might think. No matter where you may be on your journey, we look forward to helping you cross that finish line.

Connect With Harper & Hodge
<p>Estate Management 101</p>

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
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<p>A Look at Systematic Withdrawals</p>

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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<p>Term vs. Permanent Life Insurance</p>

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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<p>What Is My Current Cash Flow?</p>

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
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