Harper Financial Associates, LLC

Harper Financial Associates, LLC is a Financial Planner in Hingham, MA. The firm specializes in helping individuals and families approaching retirement design customized financial strategies that align with their lifestyle and long-term goals. Co-founded by Robert (Bob) Allen and Maureen Chasson, the family-owned practice serves clients locally and nationwide. Robert Allen, an NSSA™ Investment Advisor Representative, brings over 20 years of experience as a financial advisor. The team provides personalized guidance on retirement income planning, wealth management, and legacy planning. Services include creating guaranteed income streams, evaluating Social Security filing strategies to maximize benefits, and executing Roth IRA conversions from Traditional, SEP, or Simple IRAs. The firm also offers health, life, and long-term care insurance options tailored to client needs. Investment advisory services are offered through CreativeOne Wealth, LLC, a SEC registered investment adviser. The advisors hold a fiduciary duty of care and loyalty, ensuring recommendations are in the client’s best interest. They help clients navigate complex financial landscapes to build retirement income strategies that offer confidence and long-term peace of mind.

The approach at Harper Financial Associates centers on clear explanations and honest advice rather than generic, one-size-fits-all solutions. Robert Allen is a licensed health and life insurance agent in multiple states. The firm assists clients in moving from the accumulation phase of life to the distribution phase, addressing fears such as outliving their money. They construct holistic strategies using different asset classes, including stocks, cash equivalents, and other instruments, to align portfolios with individual risk tolerances. The practice also focuses on tax-efficient strategies for individuals and businesses, helping clients avoid paying more in taxes than necessary. Legacy planning services help clients design strategies to share life’s successes with heirs or charities, utilizing tools like trust funds, Power of Attorney, and Payable on Death designations.

The firm holds a perfect 5.00 rating based on customer reviews, reflecting the positive experiences of those who have received their guidance. This high standing underscores the trust clients place in the firm’s personalized, values-driven financial planning. With decades of experience in retirement income planning and financial education, the team is dedicated to building lasting relationships.

Harper Financial Associates combines over 20 years of specialized experience with a fiduciary commitment to deliver clear, personalized retirement strategies for clients in Hingham and beyond.

Harper Financial Associates is located on Derby St in Hingham, MA, about 0.3 miles from the South Shore Sports Center and Old Colony Montessori School.

BizScoreAI gives Harper Financial Associates a Technical score of 94 out of 100, meaning the website is technically sound and secure so search engines can read it without errors. The firm achieves a Content Quality score of 75 out of 100. BizScoreAI also notes that the business ranks number 2 of 3 Financial Planner businesses that BizScoreAI has scored in Hingham.