Our Services

In order to help our clients PLAN their financial future so that they may RETIRE and LIVE comfortably in retirement, we offer the following list of services:

Investment Advisory Services*
Financial Planning*
Retirement Planning*
401(K) or 403(b) Plans**
Estate Planning*

401(K) or 403(b) Rollovers**
Brokerage Services**
Life and Long Term Care Insurance**
College Planning 529 Programs**
Disability Insurance**

Income Tax Preparation and Accounting Services***
Small Business QuickBooks Preparation and Analysis***

*offered through Comprehensive Capital Management, Inc.
**offered through APW Capital, Inc.
*** offered through Lori A. Hodge, CPA and Associates, PC < www.lorihodgeaccounting.com >

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

inquiry@harperandhodge.com | 724-775-4222