Wealth Building
Strategies to build wealth and minimize taxes
Asset Protection
Prepare and plan for the unexpected
Retirement Planning
Create a reliable retirement income you won’t outlive
Legacy Planning
Secure a financial legacy to build generational wealth or to benefit your favorite charities
Individuals and Families
Take Control to Grow and
Protect Your Finances
"At Inner Harbor Financial, we’ll listen to you to learn your financial goals and concerns. Then we’ll help you chart your path to get from where you are now to where you want to be. The path is different for everyone but there is a path to get you there."
~Tim Colpoys, President
Build
Sensible Financial Growth
Proven money strategies that:
• Put you in control of your money
• Reduce your tax risk
• Grow your money
• Let you skip market “corrections”
• Create retirement income for life
• Leave a financial legacy
Plan
Reach Your Goals
With the right plan you’ll enjoy growth when the economy is doing well and shelter from losses when the storms come. You’ll replace stress and worry with the peace of mind that comes from knowing you’re on the right path.
Protect
Guard Against the Unexpected
Life and disability insurance provide protection for the “what ifs” in life. They help you minimize the disruption to your family, your lifestyle or your business. With term, whole and universal life, there are options to meet your needs. No solid financial plan should be without these important protections.
Preserve
Minimize the Tax Surprise
The tax implications of your IRA and 401K are huge. Retirees are often surprised when they start to take distributions and learn late that their money won't last as long as they thought. We have strategies that can minimize the tax obligations so they don't become an unplanned burden.
Peace Of Mind
Start planning today
for a better tomorrow
Contact Us
Common Client Financial Concerns
Many of our clients are hard-working people with good incomes but have come to us with worry or frustration about:
- Stock Market Risk
- Higher Taxes
- Running out of money in retirement
- Growth that won’t outpace inflation
- Reliability of the Social Security System
- Long Term Care expenses
- Leaving a financial legacy
- Protecting their family, lifestyle or business
- Eliminating debt
- And more. . .
These are legitimate concerns for most people in America. Fortunately, there are ways to overcome all of them with the right approach and the right plan.
You Work Hard For Your Money
Protect Your Money While
It Works Hard For You
Complimentary Resource
For anyone who wants to get out of debt, build wealth, and become financially independent
Every dollar has an opportunity to spend it or save it.
Click below to access a free e-book of MISSION ONE MILLION by my colleagues Merle Gilley and Steve Burton.
Together, the Mission ONE Million team has helped thousands take control of their money and create wealth.
Get Your E-Book