Planning Center

Welcome to the Planning Center. We all have a different horizon for retirement. But whether your retirement is a year or a lifetime away, proper planning can make the difference. Educate yourself. Below, you’ll find links that will help you understand the choices you’ll face and the investments you’ll make. And if you stumble across challenges along the way, we’ll be here to help you too. Expert advice is a phone call away.


Harborstone Investments and Insurance is a marketing name for Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA, SIPC. Advisory services are offered through Cetera Investment Advisers LLC .Investments are:

• Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency. Cetera is not affiliated with the financial institution where investment services are offered.

Market Watch

Investment Calculators

What would it take to reach my savings goal?

Industry News