At Harris Financial 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!
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Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Determine if you are eligible to contribute to a traditional or Roth IRA.
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Investment Strategies for Retirement
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An Inside Look at Retirement Living
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A presentation about managing money: using it, saving it, and even getting credit.
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The importance of life insurance, how it works, and how much coverage you need.
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The Junk Drawer Approach to Investing
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A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
A Bucket Plan to Go with Your Bucket List
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Choosing a Mortgage
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