Jim Harris, CLU, CFP®

 

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

It is our goal to  help you gain a better understanding of the financial concepts behind investing, retirement, estate planning, and wealth preservation. 

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your financial planning.  Based on your current situation, we can help you establish a plan of action and then manage that plan.  Most important, we hope you see the value of working with a skilled professional to pursue your financial goals.
 
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