Broker Check

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