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Harding Financial Partners

Read SME Questionnaire

Founded: June 1st, 2009

Designations:

  • Master Financial Planner (MFP) – Advanced Financial Planning and Strategy design

License(s) and/or Registration(s):

  • Series 65- FINRA
  •  Life/Health/Annuity/LTC license – State of Utah

“Are you currently involved in a lawsuit with a client? If so, please describe the lawsuit in detail.”- None

“Have you been in a previous lawsuit with a client? If so please describe the lawsuit in detail.” – None

“Are you currently involved in a regulatory action with your regulatory agency? If so, please describe the lawsuit in detail.” – None

“Have you been in a previous regulatory action with your regulatory agency? If so please describe the lawsuit in detail.” – None

 

Describe your firm in your own words and the types of clients that you typically work with:
Business owners and highly compensated W2 salary individuals and couples.

How are you compensated for your work? List your compensation methods out in detail:
Flat Fee Management of retirement and investment portfolios. Commission based for Insurance Products. All industry standard compensation methods.

What is the one standout detail about your firm that clients find with your firm that they have not found elsewhere?:
Integration of the clients financial plan with their CPA and Tax attorney planning so that it addresses income taxation, capital gains, Investments, insurance and estate Planning.

 

 

Lamar Breshears MFP, RFS
Vice President

Lamar Breshears is the Vice President for Harding Financial Partners. Harding Financial Partners is a full service wealth management organization dedicated to assisting successful dentists, physicians, medical distributors and small business owners in developing academically sound decisions regarding their wealth. Mr. Breshears and his team of specialists help clients in the areas of cash flow, strategic tax planning, estate preservation, and investment positioning. Lamar and his team work with their clients’ existing advisors (CPAs, Attorneys, etc.) to create a coordinated effort to optimize the clients’ financial picture.