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