Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

ORGANIZING YOUR FINANCIAL HOUSEHOLD

A household is a small business…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Money comes in…money goes out.

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

There are customers…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Some are called ‘children’…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

And there are managers…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Some are called ‘parents’…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Adults keep the business running…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Sometimes it goes well…sometimes not so well.

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

In a well run business…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

There is a CFO or Chief Financial Officer…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Who watches the money in the business…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

and who organizes pieces of the financial puzzle.

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Most households have these puzzle pieces…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Savings

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IRAsMedicare

Mortgage

Inheritance

Pension

College

Budget

Stocks

Old 401(k)

And these types of questions…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Is my pension enough?

When to start

Social Security?

Moving a

401k?

How muchis

Medicare?

When can I retire?

Should I

refinance?Can we afford

college?

We believe East Harbour Capital is very good with puzzles.

Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Helping you arrange these pieces…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Savings

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IRAsMedicare

Mortgage

Inheritance

Pension

College

Budget

Stocks

Old 401(k)

And these types of questions…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Investment Advisor Representative offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Is my pension enough?

When to start

Social Security?

Moving a

401k?

How muchis

Medicare?

When can I retire?

Should I

refinance?Can we afford

college?

Into this…

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

CONFIDENCE

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Get Started…

602.508.3543eduncan@eastharbourcapital.com

Investment Advisor Representatives offering Securities and Advisory Services through UNITED PLANNERS FINANCIAL SERVICES OF AMERICA; Member FINRA & SIPC. East Harbour Capital and United Planners are not affiliated. This communication is strictly intended for individuals residing in the following states: AZ, CA, IN, NY, OR, NC. No offers may be made or accepted from any resident outside the specific state(s) referenced.