My Approach
When it comes to hiring a financial advisor, knowing, liking and trusting each other is the recipe to having a long term relationship… After all, your financial future is all about you.
When it comes to your finances, every detail of your financial life is connected and should be considered with care and precision.
Perhaps you are near retirement and considering the next chapter in your life. Retirement is a big step, and there are many things to consider depending on your personal situation. I evaluate strategies that take into consideration inflation, risk, spending needs, your age, your tax bracket, your estate, your legacy, your philanthropic plans and more.
Again, it all starts by meeting and getting to know each other, making sure you are comfortable every step of the way.
Financial Services
In this day and age, service is more important than ever. I am part of your team. I will visit you in your home for personal and private updates, to ensure your savings and investments are aligned with your plan, to make changes if necessary should things in your life change, and to make sure you are well.
I can meet and work with you and your tax advisor and your trust & estate planning attorney, should you need additional information for the proper path of your planning needs. And when you do need to set up various accounts to align with your trust, I will work with you and your attorney to ensure everything is correct, according to your wishes.
Estate Planning
The question on many minds today, especially after successfully investing and retiring, is proper estate planning and how to protect your wealth. At Harrison Financial I assist my investment management clients with their estate planning requirements, such as tax planning, wills and more.
You probably already know how important it is to have an estate plan in place and protect your assets for your heirs. Along with understanding your investment goals, spending needs and risk tolerance, it’s also important to know what you want to accomplish with your wealth. For many people, this means transferring assets to their loved ones.
I help clients to think of wealth in two categories: Lifestyle and Generational. What assets do you want use in your lifetime? And what assets do you want to leave for the generations to come? Titling assets can make distinctive differences when passing them onto those you love and cherish.
The financial services I provide:
- Boutique Financial Planning Services
- Memorable Family Experiences
- Individual Stock Diversification
- Risk Management
- Investment Management
- Stock Option Planning: ISOs, NSOs, RSUs
- Distribution of Wealth Options
- Set Up Trust Accounts
- Work closely with Trust & Estate Planning Attorneys and Tax Advisers
- Extensive Global and Economic Research
- Income Needs Analysis and Planning
- Non-Retirement Accounts
- IRA’s: Roth, Rollover, Traditional, Inherited, Beneficiary Designated, SEP, and Simple
- Employer Plans: 401(k), 403(b), 457(b)
- RMD Calculations for IRA’s
- Social Security Benefit Options
- Pension Options