Description: Innovative Strategies + Personal Focus
Innovative Strategies + Personal Focus
At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action ; we have lived and breathed our own advice. We have experienced life’s great joys: marriage, childbirth, education, and retirement, but we have also experienced life’s most difficult times: a near-death accident, i
Our team brings an unusual blend of experiences and skills to the table. In addition, our approach to wealth management encompasses all aspects of your financial life (investments, retirement, taxes, insurance, and estate planning) through our expertise and by coordinating the efforts and leveraging the expertise of other professionals (CPAs, attorneys, insurance specialists and care specialists) working together on your behalf. Our process, experience and dedication to transparency helps clients create an