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!
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Estimate your monthly and annual income from various IRA types.
This calculator demonstrates the power of compound interest.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
If you died, what would happen to your email archives, social profiles and online accounts?
Pundits say a lot of things about the markets. Let's see if you can keep up.
Why are 401(k) plans, annuities, and IRAs so popular?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.