Harbor Investment Advisory

Welcome to Harbor @ Wor(k)

We combine personalized advice with industry-leading tools, technology and content to help you make smarter financial decisions and achieve peace of mind.

Scroll down to learn more and access our resources.

FINANCIAL WELLNESS & FIDUCIARY ADVICE

Need advice? Schedule a meeting with a CERTIFIED FINANCIAL PLANNER™ Professional

Schedule a 1:1 Meeting

Complimentary access to powerful financial planning tools to create a personalized retirement projection

Access RightCapital

Tutorial Videos

 

Access our financial wellness platform for personalized financial education and information

Access EveryIncome

Need advice? Schedule a meeting with a CERTIFIED FINANCIAL PLANNER™ Professional

Schedule a 1:1 Meeting

Complimentary access to powerful financial planning tools to create a personalized retirement projection

Access RightCapital

Tutorial Videos

 

RightCapital

  1. How secure is my financial data?
    Very. We use various practices, policies, and technology to ensure not only is your data locked down, but is also limited to what is needed by your advisor. Read on to learn more.
  2. How is my data secured? What do you do to ensure it is safe?
    Physical security: We use Amazon Web Services (AWS) to hold your data. It’s physically under lock and key, using multilayer access, alerting, and audit measures.
    Ongoing audits: RightCapital uses frequent internal and third-party testing to remain up to safeguard data. Employees also receive ongoing security and data protection training.
    Backups: Your data is backed up and replicated to geographically separate locations. These safeguards are in place to ensure your data remains intact and online.
    Encryption: All data that is transferred and stored is encrypted using bank-level encryption practices. Data in transit and at rest is encrypted using industry-standard HTTPS protocols and uses AES-256 encryption algorithms.
    We do not store credentials for external accounts: We do not store the login credentials you use to link external accounts. We partner with Yodlee, known for their expertise and thorough security practices. We use authentication tokens to
    communicate with Yodlee so RightCapital receives read-only information and cannot access your credentials. No system or person at RightCapital can reverse engineer your credentials.
    What does RightCapital do with my data? The portal cannot be used to make transactions. Your data is read-only and used to do things like creating budget reports for you and enabling you and your advisor to track investments, loans, and
    other accounts for your financial plan.
  3. What does RightCapital use my data for?
    We do not sell your data. It’s yours, not ours. Your data is expressly for you and your
    advisor to use as building blocks for your financial plan. It is designed for a successful
    outcome of better understanding and improving your financial plan.

Harbor Investment Advisory is the “advisor” to your plan, not your “plan provider”, who are the companies that “host” the plan for your organization.  These are companies like Fidelity, Vanguard, T. Rowe Price, Empower, Prudential, etc.  To make it easy to get in touch with your plan provider, please find the provider for your respective company below along with contact information on the web and via phone.

ADP

  • On the web: https://www.mykplan.com
  • By phone: 1-866-695-7526 (press 0 to speak with a Customer Service Representative)

American Funds

Ascensus

Empower Retirement

  • On the web: https://www.empowermyretirement.com
  • By phone: 1-800-338-4015
  • Hours: Monday – Friday between 6 a.m. – 8 p.m. Mountain time, and Saturdays between 7 a.m. – 3:30 p.m., Mountain time

Fidelity Investments

  • On the web: https://www.401k.com
  • By phone: 800-835-5095
  • Hours: Monday – Friday, 8:30 a.m.- 8:30 p.m., Eastern time

JP Morgan

July

NWPS

Paychex

Slavic

Meet Our Team of Experts

CERTIFIED FINANCIAL PLANNER™ Professionals

C. Russell Ward

CFP®, CRPS®, AIF®, CFF®

Managing Director,
Financial Advisor

J. Thomas Halleron

CFP®, AIF®

Director,
Financial Advisor

Scott G. Hahn, Jr.

CFP®

Associate Vice President,
Client Relationship Manager

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