Harpy Financial Partners

Retirement ○ Annuities ○ Life Insurance

About Us

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Harpy Financial Partners, an affiliate of Phoenix Financial Partners, is committed to helping individuals and families safeguarding their financial futures.

We specialize in providing tailored financial strategies—particularly for those approaching or enjoying retirement—that may include life insurance, retirement planning, and other financial services intended to support long-term financial stability.

With a significant portion of the U.S. population entering retirement age and many households lacking sufficient financial preparedness, the need for knowledgeable financial professionals continues to grow. Our team is here to offer guidance and help clients explore solutions to protect what matters most.

Financial Specialists Striving to Bridge the Gap

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Financial Literacy

We are committed to educating and empowering individuals to make informed financial decisions.

Ensuring Every Family is Covered

Securing the financial future of families

Generational Wealth

Help protect families, grow wealth, and ensure financial stability for those who need it most

Services Offered by Harpy Financial Partners

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Retirement Planning

Retirement planning services help individuals and families prepare for their financial future by providing guidance on savings strategies, investment choices, and wealth management solutions tailored to their unique goals and circumstances

Annuities

Annuities may provide options for generating retirement income and preserving principal, depending on the specific product. We work with clients to evaluate annuity solutions that align with their retirement objectives and risk tolerance.

Life Insurance

Life insurance can help provide financial protection for your loved ones in the event of your passing. We offer a range of term and permanent life insurance options designed to support your specific needs and long-term goals.

Long-Term Care

Long-term care planning is an important, yet often overlooked, aspect of a comprehensive financial strategy—particularly as life expectancy increases.

Phoenix Financial Partners

Disclosure

Harpy Financial Partners is an affiliate of Phoenix Financial Partners and is an independently operated organization comprised of licensed financial professionals who are associated with The Broker Group LLC. Harpy Financial Partners is not an affiliated company of The Broker Group LLC, TBG Solutions Insurance Agency, or The Broker Group Insurance Agency LLC. These agents offer insurance products through The Broker Group LLC and its licensed affiliates operating in various jurisdictions, including but not limited to California, Hawaii, and Massachusetts. These entities work under The Broker Group platform to deliver a wide range of insurance and financial services.

This material is intended for educational and training purposes only. It is not, and should not be construed as, an offer or solicitation for the purchase or sale of any specific financial product or service. Neither The Broker Group LLC nor its associated agents provide legal or tax advice. Anyone reviewing this material should consult with and rely on their own independent tax and legal professionals regarding their specific situation and any concepts presented herein. The availability of the listed providers may vary and is dependent on the agent's licensing, appointment status, and state-specific approvals. Insurance and financial product providers referenced maintain independent selling agreements with The Broker Group LLC, and access may require agents to complete applicable carrier contracting and approval processes. The presence of a provider on this list does not imply endorsement, nor does it guarantee availability through all agents or agencies operating under The Broker Group LLC

The Broker Group Headquarters:

21255 Burbank BIvd Ste 120, Los Angeles, CA 91367

888-824-9123

Please Note: Links to external websites may be accessed through social media or digital communications. These external sites may contain information created and maintained by organizations independent of The Broker Group LLC. We do not endorse, guarantee, or certify the accuracy of information, products, or services contained on any third-party site. Information provided here or through linked sources is believed to be reliable but is not guaranteed as complete or accurate. All performance data cited is historical and not indicative of future results.

Harpy Financial Partners

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