28 Jackson Blvd Ste 1020 Chicago IL 60604-2340

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Harmony

Harmony

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Feel the joy of being retired

A good strategy will carry you right through retirement

  • 5 steps to a retirement plan
  • Estimate your retirement benefits
  • Planning & guidance center
GET THE BEST PLAN

Get ready to retire

Protect your savings

  • Rollover IRA
  • Roth IRA
  • Traditional IRA
Calculate online

Get the advantages

of retirement savings

  • Learn about IRAs
  • Retirement planning
  • Retirement calculators
Calculate online

Retirement as an opportunity

Our mission

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality services.

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Our expertise

We have been working with individuals and businesses in the area for many years. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

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Savings programs

Our company helps cut through the clutter by working with employers, financial advisors, TPAs, and investment platform providers to develop and support exceptional employee retirement savings programs.

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Results matter!

Our Mission is to provide retirement plan participants with the education, account management tools, and inspiration to achieve a financially secure retirement.

Our staff of accountants, attorneys, actuaries, consultants, and administrators collectively understands the challenges faced by employers and their investment advisor in successfully maintaining an employer-sponsored retirement plan. We do whatever it takes to achieve success, knowing that we all share a common goal: positive participant outcomes.

In an industry with an ever-changing regulatory landscape and countless service providers, we help cut through the clutter by working with employers, financial advisors, and investment platform providers to develop and support exceptional employee retirement savings programs.

Reasons to work with us

Retirement planning calculator

Professional consulting services

Market fluctuations & investing

Pensions & benefit plans

Personal savings

Individual retirement accounts

Testimonials

Amanda

We were very pleased with the entire (manager search) process, thanks in large part to your thorough approach and attention to every detail.

Tom

Their service is open, friendly and totally professional. Their integrity, proactive attention to detail provides us with confidence and comfort we require.

Anna

They have assisted me with personal and corporate income taxes, investments, insurance and retirement and estate planning. Thanks a lot!

Adam

Over and above our business relationship we find the people at Harmony easy to talk to, and feel lucky to have them as our financial planners.

Sarah

They understand us and can provide advice that responds to our personal and family needs. They ensure we follow through on important financial decisions.

Bernard

I met with them on the advice of a colleague and retained them because I liked their straight forward approach, their obvious experience and professionalism.

Piter

They understand us and can provide advice that responds to our personal and family needs. They ensure we follow through on important financial decisions.

Victoria

We were very pleased with the entire (manager search) process, thanks in large part to your thorough approach and attention to every detail.

Ask our expert, call us free:

(800) 123 1234

7 days a week from 8:00 am to 2:00 am

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