Financial Guidance For Your Future
Purpose
Connect with people. Help them to understand their clear path to reaching their financial goals.
Vision
Bring wealth and happiness to clients so they can enjoy life to the fullest.
Mission
By meeting and connecting with one client at a time, my mission is to help people create more fulfilling and better financial lives.
Hi. I am Pam Harrison. When I began my career in finance, I was excited. I had excelled in math while growing up, so I felt like a square peg in a square hole when I landed my first job in the mortgage industry in 1993. In 2001, when I started in wealth management services, my passion grew even more and I knew I was in the right field. I started on the institutional side and transitioned to the private side of wealth management in 2003.
As a Financial Professional, I have managed individual wealth through multiple and complex market cycles. My array of experience led me to form my own company, Harrison Financial, in January 2017. I have continued to guide clients through the ups and downs of the market by keeping informed of the market conditions. I also follow the tax changes and how they effect people and corporations. Legacy planning as well as proper investing can make all the difference for you, your loved ones and the generations to come.
As a client, I provide financial services tailored to your specific investment and legacy planning needs. I focus on managing wealth which begins with extensive global and economic research from various sources, knowing your financial concerns to provide you with the proper investments, proper titling of your assets and how to manage other areas of your income. After all, your financial future is about you.
Call 864-884-8002 or email [email protected]
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Frequently Ask Questions
Why did I start my company?
- Passion for what I do
- Respect for people
- Dedication to those I do it for
- Help people see the clear a path to reaching their financial goals
What problems does my company seek to solve?
- Help clients to build bright financial futures;
- Make the financial path easier for clients to see and understand. I ask many questions to get to know someone so that I may understand them, and also that they may see the connection between their values and their spending habits.
Why do I believe this problem needs to be addressed?
- Most people have not been taught the connection between their spending habits and what they really want in life.
- Fewer than 3 percent of Americans have saved enough for retirement.
What change do I hope to affect in the world?
- Bring wealth and happiness to clients so they can enjoy life to the fullest.
- By helping people to make the connection with saving money, I hope people will feel there is a purpose for which they are working to achieve.
Whom does my company serve?
Middle and upper Class (those with excellent credit). There are basically three types of people I serve. They are:
- 35 – 45 year olds, ready to take their investing to the next level
- People who will be retiring within the next 20 years
- Retirees who would like to fulfill all their dreams and perhaps leave money for generations to come.
What is my desired end-state?
- Help my clients achieve more wealth than they first imagined they ever could.
- Continue to be a financial guide.
What would I like my company to achieve in 20 years?
- To be known as the financial firm that helps people make sense of their values.
- That I have helped people reach their financial goals and have peace of mind.
What movements do I want my company to be a part of?
- Donate to charities that are aligned with my interests.
- Teach young people about various values and how to make the most out of their lives.
What would success look like?
- Have internal peace and happiness
- For everyone to be educated about the value of people and money