# HarborView-Financial

- **Website:** <https://harborview-financial.com>
- **Primary alias:** `harborview-financial.com`

## Description

Harbor View Financial provides personalized financial planning, investment management, and wealth planning services from its office in Michigan City, Indiana. Its mission is to make wealth management less complex through straightforward advice, education, and support tailored to each client’s goals and financial circumstances. The firm takes a consultative approach, learning about clients and their priorities before developing recommendations, then adapting plans as needs change.

Its services include financial, retirement, investment, estate, and insurance planning, as well as Social Security guidance. Harbor View Financial helps individuals and businesses create financial plans, develop investment strategies, and manage portfolios. Its approach emphasizes personalized strategies, diversification, long-term financial wellbeing, and planning for the preservation and transition of wealth. For estate planning, the firm can work alongside a client’s estate planning attorney to review their situation and assist with drafting documents.

Financial Advisor Frank Martin brings experience in financial services dating to 2004 and holds CFP and RSSA designations, along with securities and life insurance licenses.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/61574023334702)
- [twitter](https://twitter.com/harborview_fin)

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idpdFbNpIB/w/325/h/53/theme/light/logo.png?c=1bxid64Mup7aczewSAYMX&t=1793338451762)
- icon _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idpdFbNpIB/w/400/h/400/theme/dark/icon.jpeg?c=1bxid64Mup7aczewSAYMX&t=1793338452279)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Matisse | #1e67a3 | accent |
| Cloud Burst | #20314f | dark |
| Whiskey | #d59e75 | light |

## Fonts

- Libre Baskerville — asset _(google)_
- Libre Baskerville — asset _(google)_

## Imagery

- banner _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idpdFbNpIB/w/1500/h/500/idhcJ4umNG.png?c=1bxid64Mup7aczewSAYMX&t=1793338451637)

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_Source: <https://brandfetch.com/harborview-financial.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._