How You Will Benefit

We Care About What is Important to You!

Financial independence is usually high on anyone's list of goals. Your goal could be to have the ability to help your family or to feel comfortable living the lifestyle you enjoy today without worrying about the future. Maybe it's building a personal, financial or philanthropic legacy for your family and your community.

The goals themselves may seem simple, but the planning required to reach them can be complex. And while there are many financial consultants that can help you with one or two pieces of the puzzle, most don't have the detailed knowledge of multiple financial disciplines that is needed to achieve all of your goals. Working with Harris Investment Advisors will allow you complete the picture.



Helping Family

Whether it is assisting your parents or helping your children or grandchildren with college, we are here to help you make your goals easier to achieve and maintain.



Lifestyle

Making the right financial choices can ensure you'll be able to live the life you want to live and do the things you want to do. When it comes to your personal health, taking family vacations or strengthening your relationships, we can help create the financial roadmap that will allow you to reach your destination.



Financial Comfort

We can give you peace of mind when it comes to your money. If your goal is to generate income or to have excess cash available in an emergency, we will help you build a plan to achieve financial independence and provide security for your family.



Building a Legacy

You have always dreamed that one day you would be in a position to give back to your community. Your children and their children are your legacy. How do you proceed in preserving your estate, passing your wealth to your children or giving a gift on to your religious institution or Alma Mater? We can guide you to the choices that will make this a reality.

It is important to make sure your needs and goals are being addressed. Here are the tools we use to help you with the transitions throughout your life:

  • Investment Portfolios
  • Low Cost
  • Highly Diversified
  • Lower Risk
  • Strategic Rebalancing
  • Insurance
  • Life
  • Long-Term Care
  • Disability
  • Key Person
  • Retirement
  • IRA Rollover
  • Pensions Plans
  • 401(k) Plans
  • Executive Comp.
  • Estate Planning
  • Gifting
  • Charitable Giving
  • Estate Tax Reduction
  • Succession Planning