Harris Financial Services

What We Do

Harris Financial is a team of experienced financial advisors passionate about guiding individuals, families, and businesses towards financial clarity and security. We believe in personalized solutions, tailored to your unique needs and goals.

Our expertise spans a wide range of areas, including:

• Retirement planning: Maximize your retirement accounts, navigate complex regulations, and plan for a comfortable future.
• Investment management: Develop a personalized portfolio aligned with your risk tolerance, goals, and aspirations.
• Debt management: Eliminate debt efficiently and strategically, freeing up financial resources.
• Tax planning: Minimize taxes through informed planning and strategic filing strategies.
• Estate and legacy planning: Secure your financial future and protect your assets with comprehensive estate planning documents.
• Business planning: Optimize your business finances through retirement plans, succession planning, and financial guidance.

Who We Work With

We partner with individuals and families across all walks of life, including:

• Families: Building a secure financial future for you and your loved ones.
• Young adults: Establishing healthy financial habits from the start.
• Entrepreneurs: Growing and protecting your business wealth.
• Pre-retirees: Planning for a smooth and comfortable transition into retirement.
• Retiree: Maximizing your retirement savings and income.

Our Approach

We believe in:

• Collaboration: Working with you to understand your unique goals and concerns.
• Transparency: Clarity and open communication throughout the process.
• Education: Empowering you with financial knowledge and tools.
• Personalized solutions: Customized strategies tailored to your individual circumstances.
• Long-term partnerships: Building a lasting relationship built on trust and mutual success.

Client Testimonials

"Harris Financial exceeded our expectations! Their comprehensive strategy and personalized approach have been invaluable." - Tom and Nancy

"The team's honesty and sincerity are truly exceptional. We feel secure in their knowledge and professionalism." - Danny and Kristy

"They have helped make the complicated simple - we couldn't be happier!" - Tom and Sue

"Their guidance has been invaluable for our children's education funding. Thank you, Harris Financial!" - Lori