OUR MISSION
At Cane Bay Financial Planning, our dedicated team, led by Stephanie Harvey, RICP, is here to empower you with the knowledge and tools necessary to navigate today’s financial landscape. We believe that being informed can help you make confident decisions for your financial future. Let us guide you on your journey to financial success.
Our wealth management services provide the essential tools to help you enjoy the lifestyle you envision, especially during retirement.
We also collaborate businesses to enhance their retirement programs and ensure strategic outcomes for their employees
An important service we offer is tax preparation. Our team, which includes a CPA, works together to minimize your tax liability and maximize your deductions. You can trust us to handle your tax efficiently and promptly. Incorporating an effective tax plan into your finances is crucial, and we believe that helping you with your taxes enhances our overall financial services.
We're here to guide you through our process, helping you stay on track to reach your financial goals.
What We Do for Individuals
Our Financial Planner Stephanie Harvey, RICP will help you determine your financial goals.
Our Tax Preparer Mae will help you prepare your taxes. Your finances and taxes go hand in hand.
We will then help you figure out the best plan and how to overcome any obstacles in your path. This can include minimizing taxes, enhancing your investment returns and minimizing risk.
Next we will be a constant and reliable resource to make sure you continuously work towards whatever financial success means to you.
What We Do for
Businesses
Our Financial Planner Stephanie Harvey, RICP will help you determine your goals for your retirement program
We will then help review your current program to see what changes could be made to improve it. Next we will walk you through the entire process to put your improved plan in place.
Lastly we will be a constant resource to make sure you and your employees can have healthy retirement outcomes while also taking care of the many requirements that come with a retirement program.
