This Is What Makes Us Different
Our Independence
We have structured our firm in a manner that makes our clients our priority. Our broker-dealer, LPL Financial, does not offer any investment products of its own. Therefore, we can be truly independent and offer our clients a wide range of potential approaches that are better suited to their unique goals and objectives.
We are comprehensive. We believe the best financial advice includes but does not end with investment recommendations and financial planning. That’s the reason that we provide services such as tax strategies, healthcare/medicare consulting, cash flow projections, estate planning strategies, and insurance analysis.
Our Tax Planning is Comprehensive
Some firms offer tax planning in addition to investment advice. However, that often simply means analyzing your current tax situation and developing near-term tax-reduction strategies. We are comprehensive. In addition to the near term, we look at the long term. The wholistic tax reduction strategies that we build include income taxes, capital gains taxes, social security, and possible Medicare surcharges now and for the rest of your life. We focus on looking at the taxes you will likely pay over your lifetime and design strategies that can help minimize them, potentially leaving more for you and your loved-ones.
Please click here for more information on our approach to building tax strategies.
Our Fee Structure is Flexible
Some firms charge a flat fee or a fee for assets under management. We are flexible. Some investors want to manage their own money at the firm of their choosing, but want tax planning, financial planning, or analysis of their investment portfolio. Others want their investments to be actively managed by a professional. We have full flexibility to customize and tailor service delivery to each client’s needs and offer a fee structure to match.
Our Expertise and Experience
Greg’s unique background gives him expertise in many areas that are important to investors seeking sound investment advice and comprehensive services. He earned an MBA with a Finance concentration, a law degree with a Business Law concentration, and has experience at a Big Four accounting firm. Greg launched his career as a financial advisor in 2000 and enjoys applying his experience and expertise to the advice and planning he does for his clients.
Our Focus on You
Our team is committed to you and providing the service you need and deserve. We proactively reach out to provide performance reviews and get updates on changes in your life that will impact your investments and your plans. And when you reach out to us, we get back to you promptly.
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Greg Harris, JD, MBA
Harris Financial Services