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| Harris & Associates |
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Mission statement:
Today, financial planning and advice can mean many different things. Although we specialize in personal finances, investment management, executive benefits and estate planning, we believe Financial Planning is so much more than that. We believe it is important to articulate who we are and what Financial Planning and Advice means to us.
It is our mission and purpose to:
1. Listen, help define, nurture and support your dreams so that you are able to reach your vision of your ideal future.
2. Expertly advise clients on cash flow, savings, risk tolerance, tax strategies, retirement preparation, business succession and estate planning
3. To provide every client with attention and services that go beyond industry standards.
So, how does this work out in advantages you may enjoy while working with Harris & Associates? In a word, “Confidence.” No one can guarantee investment returns. Markets will fluctuate, but integrity does not.
Working with Harris & Associates you will get objective personalized advice. We listen and seek to understand your situation and your wishes. If your expectations are unrealistic we will tell you and try to explain why. If your objective does not match your needs, we will try to point out what may be in your long term best interests.
But ultimately the decision is yours. It’s your money, your future and we are only the advisor. The desire by investors to give up responsibility for financial decisions has led to many unhappy results. Remember, that desire is the preferred realm of those who might seek to take advantage of others. Instead, our best clients seek our advice, learn from us, and forge their best strategy. |
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Overview:
Harris & Associates is a comprehensive financial planning and wealth management firm with specialties in investment management, executive benefits, and insurance. It is our commitment to help our clients improve their long-term financial success. We recognize that no two clients are the same so we custom tailor our programs to grow, protect, and conserve our clients wealth through strategies specific to each unique individual’s needs.
We pride ourselves in consistently offering our clients the highest degree of integrity, ethical financial advice and disciplined investment management. The fact is, sometimes doing the right thing for a client may be less than profitable for us. But, we are committed to serving our clients best interests all the time, every time! That is what ethical advice is all about. |
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History:
Founded in 1992 by David L. Harris, PhD, ChFC, CFP, President. |
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