Services Overview

Harris & Associates is pleased to offer a variety of financial solutions for business and personal planning. As a trusted advisor, we focus on your needs and specific circumstances to devise appropriate strategies to help achieve your goals. Please review our list of services and consider how choosing Harris & Associates as your trusted advisor may help improve your life.

» Personal Advisory Services

Strategic Financial Planning

Goal Based Financial Plans
Education Savings Plans
Debt Analysis And Tax Strategies
Long Term Care Planning
Trust Funding Analysis

Fee-Based Portfolio Management

Online Web & Mobile Accounts Access
Personalized Portfolio Design and Analysis
Access to Institutional Asset Managers
Proprietary Investment Research
Personal Investment Policy Statement
No Fee Equity Trades

Individual Retirement Planning

Traditional & Roth IRA's Planning
401(k) Analysis & In-Service Withdrawals
Safe Savings & Distribution Rate Analysis
IRA Rollovers
Rebalance and Consolidate IRA Accounts

Estate Transfer Solutions

Asset Protection Plans
Tax Reduction Strategies
Beneficiary Transfer Planning
Charitable Giving Maximization
Probate Avoidance Strategies

Insurance Sales & Consulting

Health Insurance
Life Insurance
Long Term Care Insurance
Annuities
Insurance Appraisals

» Business Advisory Services

Qualified Retirement Plans

401(k) and Profit Sharing Plans
Simplified Employed Pension Plans - (SEP`s) and Keogh Plans
Profit Sharing Plans
Retirement Income & Distribution Analysis

Non-Qualified Executive Retirement Programs

Deferred Compensation Plans
Executive "401(k) Mirror" Plans
SERP`s (Supplemental Executive Retirement Plans)
Executive Bonus Plans
Special Tax-Advantaged Retirement (STAR) Plans

Supplemental Employee Benefit Plans

Group Life
Long Term Care
Payroll Deduction Savings Plans

Other Executive Benefit Plans

Buy-Sell Ownership & Succession Plans
ESOP Plans to Create Value for the Owner
Key-Person Protection
Individual or Group Long Term Disability
Group Life Insurance
Owner "Buy Out" Protection
Golden Handcuff/Handshake Plans