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, illness, disabilities, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life’s events.
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 integrated picture and truly COMPREHEND their own wealth management, thereby becoming a partner in the financial planning experience with S. Harris Financial Group.
Expertise: Financial Planning; Investment Management; Cash Flow and Debt Management; Retirement, Education, Estate and Tax Planning; Small Business Solutions; Liability and Risk Assessment; Planning for Aging Parents and Disabled Children; Charitable Giving; Divorce Financial Analysis; Independent Women; Small Business Transition; Insurance Analysis (Life, Disability, Long-term Care, Homeowners/Auto, Umbrella)
The financial planning and investment experience of S. Harris Financial Group, an independent Registered Investment Advisor (RIA) whose advisors offer securities through Raymond James Financial Services, Inc., is noted for its superior service and deep understanding of each and every client.
Note: S. Harris Financial Group and Raymond James do not provide legal or tax advice.