Who We Serve

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HFS provides comprehensive financial services to individuals, small businesses, and non-profits.

HFS Services For Individuals

iStock_000013078634Harris Financial Services is a comprehensive financial Services firm. As the founder, I have created a practice that allows me to provide the kind of customized and personal attention my clients seek and deserve.

Please click here for more on the HFS process.

My law degree, MBA, and years of experience as a financial advisor enable me to provide holistic and informed services to my clients in the areas of investments, insurance, annuities, and estate planning.

Please click here for more about me.

Services specific to individuals:

  • Managing your and your family’s future by developing custom retirement savings and wealth building strategies
  • Securing your and your family’s future by helping you choose the appropriate amount and type of life, disability, and long-term care insurance
  • Helping you fund a child’s or grandchild’s education
  • Helping insure that wealth passes from you to your beneficiaries in a predictable and tax efficient manner
  • Providing quarterly reviews of all accounts
  • Answering calls/emails within 24 hours
  • Communicating closely with accountants and attorneys to ensure a cohesive plan

I Believe In:

  • A commitment to the unique needs and goals of my clients
  • The theory that market returns are generally unpredictable and therefore can not be controlled by an investor
  • Explaining how risk and fees are investment concerns that can be controlled
  • Constructing portfolios that give broad diversification and asset class exposure while minimizing fees

Our Strengths

  • The relationship that we will develop is driven by your needs. The planning that we will do centers around your vision of your future
  • Accounts are secured by a strong and supportive relationship with LPL Financial , my broker-dealer, America’s leading independent brokerage firm (based on revenues according to Financial Planning magazine, June 1996-2015).  Like HFS, LPL Financial is committed to the highest level of service and excellence
  • Clients are protected because investment assets are predominantly held in a separate account, distinct from the firm’s own money. This process is regulated by the SEC and the Federal Reserve

Please click here for information on the HFS Consultative Process

Please click here for information on our Investment Philosophy

HFS Services For Non-Profits

iStock_000019780619Harris Financial Services is a comprehensive financial services firm. As the founder, I have created a practice that allows me to provide the kind of customized and personal attention my clients seek and deserve.

Please click here for more on the HFS process.

My law degree, MBA, and years of experience as a financial consultant enable me to provide holistic and informed services to my clients in the areas of investments, insurance, annuities, and estate planning.

Please click here for more information about me.

Services Specific to Non-Profit Agencies

  • Reviewing existing and/or develop new investment policies and guidelines pursuant to the organization’s current goals and risk tolerance
  • Creating and implementing a tailored investment strategy drawing on a unique methodology that minimizes fees and seeks to minimize exposure to market returns. It is important to note that no strategy assures success or protects against loss
  • Traveling to aid donors in making gifts
  • Organizing individual or group workshops for donors to discuss planned giving options and facilitate marketable security transfers
  • Attending board meetings
  • Presenting or submitting monthly reports illustrating Portfolio Summary, Portfolio Activity, Transaction Detail, Portfolio Holdings, Money Market Fund Detail, Income and Securities Receivable, and Dividend, Interest, and Distribution Summary
  • Offering quarterly performance reviews illustrating performance and rates of return to whomever the organization deems appropriate

I Believe In:

  • A commitment to the unique needs and goals of my clients
  • The theory that market returns are generally unpredictable and therefore can not be controlled by an investor
  • Explaining how risk and fees are investment concerns that can be controlled
  • Constructing portfolios that give broad diversification and asset class exposure while minimizing fees

Our Strengths

  • The relationship that we will develop is driven by your needs and those of the organization. The planning that we will do centers around your vision of the organization’s future
  • Accounts are secured by a strong and supportive relationship with LPL Financial, my broker-dealer, America’s leading independent brokerage firm (based on revenues according to Financial Planning magazine, June 1996-2015).  Like HFS, LPL Financial is committed to the highest level of service and excellence
  • Clients are protected because investment assets are predominantly held in a separate account, distinct from the firm’s own money. This process is regulated by the SEC and the Federal Reserve

Please click here for information on the HFS Consultative Process

Please click here for information on our Investment Philosophy

HFS Services For Businesses

iStock_000003161148Harris Financial Services is a comprehensive financial services firm. As the founder, I have created a practice that allows me to provide the kind of customized and personal attention my clients seek and deserve.

Please click here for more on the HFS process.

My law degree, MBA, and years of experience as a financial consultant enable me to provide holistic and informed Services to my clients in the areas of investments, insurance, annuities, and estate planning.

Please click here for more about me.

Services specific to businesses:

  • Planning for preservation of owner’s equity and the future of the business by developing succession plans
  • Working with owners and key employees to diversify their investment portfolios in light of opportunities and risks inherent in their primary businesses
  • Creating and advising on business retirement plans such as 401(k)s, 403(b)s, SEPs, SIMPLEs, etc.
  • Presenting to and educating employees on the retirement plan(s)s available through their employers
  • Assisting plan trustees
  • Developing strategies to retain key employees and protect the business in the event of loss of life of a key employee

I Believe In:

  • A commitment to the unique needs and goals of my clients
  • The theory that market returns are generally unpredictable and therefore can not be controlled by an investor
  • Explaining how risk and fees are investment concerns that can be controlled
  • Constructing portfolios that give broad diversification and asset class exposure while minimizing fees

Our Strengths

  • The relationship that we will develop is driven by your needs. The planning that we will do centers around your vision of your future
  • Accounts are secured by a strong and supportive relationship with LPL Financial , my broker-dealer, America’s leading independent brokerage firm (based on revenues according to Financial Planning magazine, June 1996-2015).  Like HFS, LPL Financial is committed to the highest level of service and excellence
  • Clients are protected because investment assets are predominantly held in a separate account, distinct from the firm’s own money. This process is regulated by the SEC and the Federal Reserve

Please click here for information on the HFS Consultative Process

Please click here for information on our Investment Philosophy

LPL’s Capabilities

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I would be happy to answer any questions you have about your financial situation. Get answers to your most pressing questions.