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!
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Simple steps may help you foil hackers and protect your privacy.
Tips on insuring your teen driver.
The true cost of raising a child may be far more than you expect.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much you have the potential to earn during your working years.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
When should you take your Social Security benefit?
Agent Jane Bond is on the case, cracking the code on bonds.
That big list of dreams and goals isn't the only way to look at your bucket list.