Financial Services
Financial Services
At HealthHarbor Financial Planning, we offer a full range of financial services to help individuals, families, and business owners build, manage, and protect their wealth. Our personalized approach to financial planning ensures that every strategy we develop is tailored to your unique goals, risk tolerance, and life circumstances. From investment management and retirement planning to tax-efficient strategy and estate planning, we provide the expertise and guidance you need at every stage of life.
We take particular pride in serving the San Diego healthcare community, offering specialized financial strategies that address the unique challenges and opportunities facing nurses, physicians, and other healthcare professionals. With a strong focus on transparency, education, and long-term relationships, HealthHarbor Financial Planning is here to help you make confident, informed financial decisions for the road ahead.
Financial Planning
Stop guessing and start planning with confidence. Our retirement income planning helps you understand your expenses, secure reliable income, and make room for the fun stuff—like travel, family, or that dream purchase. We’ll help you cover essentials, fund your goals, and prepare for major costs like healthcare, so you can retire with clarity and peace of mind.
Estate Planning & Documentation
Ensure your wishes are carried out and your legacy goes to the people and causes you care about—efficiently and tax-smart. We help you build a personalized estate plan with the right documents in place (like wills, trusts, and powers of attorney) and strategies for maximizing charitable giving and minimizing tax liability.
Investment Management
HealthHarbor is committed to transparency, long-term relationships, and tailored guidance. From investment management and asset allocation to retirement planning and risk management, our approach is personalized to help you grow, preserve, and transfer your wealth with confidence.
Tax Planning & Preparation
Smart tax planning doesn’t just save you money this year—it can save you hundreds of thousands over your lifetime. At HealthHarbor, we take a forward-looking approach to reduce your long-term tax liability, avoid costly surprise taxes, and maximize your retirement income. Through proactive strategies like Roth conversions and income optimization, we help ensure more of your money stays with you and your loved ones.
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Tushaus Group, LLC (“RIA Firm”) is an investment adviser located in Scottsdale, AZ. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.