About Us
What We Strive For
Welcome to Harborview Planning & Wealth Management, nestled in the vibrant community of Cape Coral, FL. Our mission is to simplify the complexity of financial planning and assist clients in understanding and mitigating risks, not only in retirement and investment planning but throughout their everyday lives. We believe that financial clarity should be accessible to all, and we are committed to making this a reality.
Additionally, our core values guide our interactions and services. We prioritize a caring and understanding approach, always aiming to be thoughtful and direct. Our commitment is to deliver clear and concise planning and wealth management strategies that resonate with our clients' needs and aspirations.
About Us
Education Is Our Philosophy
Education is a cornerstone of our approach. We believe that a fundamental understanding of risk management and future planning can prevent unnecessary headaches and heartaches. The adage "an ounce of prevention is worth a pound of cure" resonates deeply with us. By educating clients about risks, we empower them to make informed decisions that align with their financial goals.
Brian Sauls
Founder & Financial Planner
William “Bill” King
Financial Planner
I am a Financial Planner at Harborview Planning & Wealth Management, where my primary responsibility is to provide honest service and financial strategies that help my clients achieve their personal financial goals. With over 14 years...
