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Welcome to the home page of Harbour Pointe Financial Advisors, LLC, located in Mukilteo, Washington.  We hope the following pages will provide you with an overview of our firm along with some useful tools and information regarding personal financial planning.  Harbour Pointe Financial Advisors, LLC provides its clients Fee-Only comprehensive financial planning along with ongoing investment account management.  We offer experience, knowledge, and expertise in retirement planning, investment selection, risk analysis, tax planning, college funding, and estate & insurance strategies.

We develop comprehensive financial planning solutions that address the needs and goals of each individual client.  Our planning is accomplished along with the client in an interactive problem-solving environment. 

Since no two client situations are the same we tailor our services to deal with the issues that are important to that particular client.  Our totally Fee-Only compensation structure provides the client with the reassurance that the recommendations provided to them are based upon what we feel will work best for them, not upon how much we will receive in commissions from products that are sold to them.  We believe that the client is best served through a long-term personal relationship that addresses changing life situations in real time.  We welcome you to our web site to explore our qualifications, service offerings, and experience.  If you feel our services would meet your needs, please contact us for a complimentary meeting.

investments, annuities, 401k, 403b, financial planning, insurance, stocks, bonds, precious metals

Caserta Financial

Bonnie, Charles & Chris Caserta

 

 

 

 

 

 

 

 

 

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