Loree Harpole

Background

About Loree Harpole

My practice involves creating strong relationships built on trust, respect and the value of collaboration. It’s all about my client’s goals. Simply put, my mission is to educate, empower and inform my clients to help them make smart decisions in order to reach their financial goals and aspirations. Investing is only a part of the process. The integral piece to wise money management and reaching one’s goals begins with sound financial planning. Estate Planning/Legacy planning is a comprehensive strategy individually tailored to each client’s specific needs, goals, concerns, and expectations. It is a holistic process. Planning offers the opportunity to see the hypothetical results of decisions before they are made. Strategies implemented are reviewed on a regular basis to ensure that we are on track to fulfill goals, such as purchasing a home, planning for college educational costs, retirement expectations, future health care expenses, or the potential of caring for aging parents. I focus on the unique needs of both women entrepreneurs, and women in transition. Another area of specialization is facilitating sound planning to assist seniors transitioning into independent living. Each of my clients are a priority. I consider it an honor. I am here to help you on this journey.