Steven Harder, CFP

Investment Advisor Representative

Click here to view or download Steven Harder's ADV2b Personal Profile

"People that work with a CFP professional typically do better especially when the going gets tough"   - Steven Harder, CFP

A real financial plan addresses and facilitates many strategies and personal financial objectives, including::

  • Risk Management
  • Cash flow
  • Healthcare
  • Asset Management
  • Tax Management
  • Business Transitioning
  • Retirement Accumulation,   
  • Estate preservation, and much more.

So far, in his career, Steven has helped numerous families around the United States in his position as a CFP to help clients reach their financial goals. Stevenworks with his team of professionals to be responsive, and in the best interests of his clients. 

Mobile Phone 704.608.7371