Harris Financial Services, Inc.

Before visiting our office, please read this letter to learn about our meeting policies during the COVID-19 outbreak. 

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At Harris Financial Services, Inc., we understand that individuals, families, and businesses face unique challenges in navigating retirement planning, investments, debt, taxes, estate, inheritance, legacy and continuity planning, and many other issues surrounding the financial aspects of life.

Our goal is to forge our wisdom and experience into practical strategies that are individually tailored for your needs as a client.  Financial matters are only one piece of a whole and healthy life, but their success or failure is felt throughout.  It is our desire that your life is improved in numerous areas because of your decision to work with us. We firmly believe knowledgeable investors are best-equipped to make wise decisions, and we strive to teach and share wisdom to clients (and their families) at all ages.

Please contact us to learn more about our services and how we might serve you. There is no cost to speak with our team and we are happy to review your current portfolio or plan. We look forward to hearing from you!

Helpful Content

Understanding the SECURE Act

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

 

Weighing the Benefits of Prepaid Debit Cards

It's important to understand the pros and cons when considering a prepaid debit card.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

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Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Retiring in a Post-Pandemic World

Imagine your ideal post-pandemic retirement with this hopeful, animated video.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Surprises

Making the most of surprises is a great reason to work with us.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

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