Harmony Wealth Group
Simple Solutions for Complex Conditions
Where Are You On Your Retirement Journey?
I’m in the midst of my career
and looking for investment guidance.
I’m nearing retirement
and need to plan for the next stage of my life.
I’m in retirement
want to get the most value out of my investments.
Retirement income planning with proper risk management in Locust, NC.
Harmony Wealth Group strives to simplify the retirement process for you. We work hard to maximize your retirement income while managing risk and leaving a legacy for the people you love.
Money is complicated. Many people are simply uninformed on the best way to handle their wealth. Because of that, mistakes get made, none bigger than retirement.
What happens if you get to retirement and realize you don’t have enough savings to last the next 20-30 years? How can you best manage risk like losing your spouse, long-term care, sequence of returns, health care risk, inflation, and more?
For us at Harmony Wealth Group, there’s nothing like showing people how to end up with more income and better structure their assets so they don’t have to worry about these risks. There’s nothing better than helping give added peace of mind for our clients.
Travis Griffin, RICP
President & CEO
Travis leads Harmony Wealth Group and personally works with our clients to find the perfect retirement strategy for them.
Our Services
We work hard to make sure you have what you need to retire. We do that through a myriad of services.