Welcome to Harris Wealth Management
Harris Wealth Management was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, thus earning a reputation for excellence in our industry. We strive to help create financial stability for each of our clients.
‘We are committed to providing a road map for our clients that encompasses confident ethical advice, thoughtful planning and quality results. We create and actively maintain customized financial strategies for individuals, families and businesses that address the specific needs, wants and goals of future years and generations. The cornerstone of our business is the personal level of service with ongoing follow-up that we offer coupled with investment and risk management. We work for each client as if they were our own family and strive to build lasting, multi-generational relationships built on trust and superior client service.’
Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.
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Apps that help small business owners better manage and grow their business.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
What Is a Roth 401(k)?
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This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
A bucket plan can help you be better prepared for a comfortable retirement.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Here’s a crash course on saving for college.
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It’s never a bad time to speak with your financial advisor about changes in your situation.