Harris Financial 

Services, Inc.

Agent Photo

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

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Building Your Legacy

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Tuning Your Social Security Benefit

Tuning Your Social Security Benefit

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What Is an Annuity?

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Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

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Insurance Needs Assessment: For Empty Nesters and Retirees

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Women and Financial Strategies

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Social Security Benefits: How Much Will I Receive

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Should I Buy or Lease an Auto?

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Bi-Weekly Payments

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Estimate how much income may be needed at retirement to maintain your standard of living.

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Social Security Taxes

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

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An Inside Look at Retirement Living

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

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There are a number of ways to withdraw money from a qualified retirement plan.

Principles of Preserving Wealth

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Keys to Investing for Retirement

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Surprises

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

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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The Power of Tax-Deferred Growth

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

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