PREMIER TECHNOLOGY, TRAINING AND RESOURCES
FOR ELITE RETIREMENT PLAN ADVISORS
Retirement Plan &
Individual Advisory
Group Health
Welfare Benefits
Master your business with FIRSTHARBOR
Over the past decade, First Harbor has worked alongside businesses and individuals to provide expertise and guidance in creating customized
solutions for employee benefits, 401(k) plans and individual financial planning. Our philosophy of taking a personal, long-term approach to
investing and our unequivaocal commitment to our principles have earned us a reputation of excellence and integrity.
Through employee benefits, 401(k) plans and executive
insurance needs, our team creates tailored benefit programs
to meet your specific business needs.
Through employee benefits, 401(k) plans and executive
insurance needs, our team creates tailored benefit programs
to meet your specific business needs.
We know exactly what it takes for you to run a
successful retirement consulting practice.
Driven by robust technology, systems and services, RPAG advisors have a
unique ability to help create successful retirement plan outcomes for
plan sponsors and participants alike.
WHAT OUR
Advisors
DO
Master your business with FIRSTHARBOR
Over the past decade, First Harbor has worked alongside businesses and individuals to provide expertise and guidance in creating customized
solutions for employee benefits, 401(k) plans and individual financial planning. Our philosophy of taking a personal, long-term approach to
investing and our unequivaocal commitment to our principles have earned us a reputation of excellence and integrity.
Through employee benefits, 401(k) plans and executive
insurance needs, our team creates tailored benefit programs
to meet your specific business needs.
Through employee benefits, 401(k) plans and executive
insurance needs, our team creates tailored benefit programs
to meet your specific business needs.
We know exactly what it takes for you to run a
successful retirement consulting practice.
Driven by robust technology, systems and services, RPAG advisors have a
unique ability to help create successful retirement plan outcomes for
plan sponsors and participants alike.
WHAT OUR Advisors DO
Let’s See
what we can do
For You…
Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.
Let’s See
what we can do
For You…
Have a minute? Find out how
we can put you on the path
to financial success.
We are just a call or a click away.
As Representatives of Kestra Investment Services, LLC, one of the Top 15 Independent Broker-dealers in 2019 ranked by Investment News, we have the freedom to strive to provide objective advice to our wealth management clients and the technology to design and track each client’s unique financial plan. In addition, our Benefit Concepts, Inc. (BCI) strategic relationship brings our clients not only robust benefits and human resource technology solutions but also the combined expertise and experience. For this reason, over 600 independent agent offices have elected to place their business with Benefit Concepts, Inc. (BCI) professionals. As a member firm of Retirement Plan Advisory Group (RPAG), we offer our clients 360 degrees of investment due diligence, plan compliance and fee/service benchmarking.
The keys to every business are their relationships. Each of our strategic associates are leaders in their respective fields and offer technology resources to support us. Whether it be our strategic relationship with Benefit Concepts, Inc. or our access to retirement plan advisory tools with Retirement Plan Advisory Group, our strategic relationships provide our clients with the solutions they may need. Learn more about the BCI, RPAG, and Kestra Investment Services, LLC advantage below.
To learn more about how FIRST
HARBOR can help you grow
your retirement business,
please contact us.
First Harbor
9525 Katy Freeway, Suite 210
Houston, TX 77024
phone: 713-984-6310
fax: 713-984-6311
email: info@firstharbor.com
