Harbor Inc., delivers fiduciary-level financial advice to baby boomers. Our planning technology starts by generating an adaptive scorecard for the user’s retirement preparedness. With a baseline score in hand, users are able to create a “Master Plan” for improving their retirement preparedness. They’ll visualize and quantify the impacts of their most important retirement decisions and get exposure to financial topics at the right time and in the right way for them — the result is deeper engagement with financial services products and better outcomes for their retirement.
