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!
What’s Your Investment IQ?
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
A Decision Not Made Is Still a Decision
Investors who put off important investment decisions may face potential consequence to their future financial security.
Here's a breakdown of how the federal government spends your tax money.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Learn when it may not make sense to file a claim on your home insurance.
Do you have an estate strategy? You should.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate how long your retirement savings may last using various monthly cash flow rates.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
There are three things to consider before dipping into retirement savings to pay for college.
What is your plan for health care during retirement?
Learn how to harness the power of compound interest for your investments.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Smart investors take the time to separate emotion from fact.