Financing & Financial Planning Services

We serve families and businesses for their financial planning, investment and insurance needs. We have experience in tax-efficient retirement, life, disability and long term care and in military, federal employees, and faith based clients. Securities and

Harris Financial Services associates use a financial blueprint, called the 'PS and G' Model to evaluate whether clients are efficiently integrating and coordinating all elements of their plan to build maximum financial wealth and protection.

We offer numerous investments and services to help you reach your financial goals, including smart spending and borrowing options, retirement, paying for education, estate considerations and protecting your assets. Please contact me for more information.

My advisory practice creates customized plans to address the unique needs of my business owner and individual clients. My strategies help clients maximize their tax-deductible savings and generate as much tax-free income in retirement. Let me help you

I help people, families, and businesses with their financial planning at every stage of life. Our plans help people manage risk as well as grow and protect their wealth.

Insurance Broker

Transamerica is committed to helping people make the wealth and health connection—it’s a whole new way of looking at everything that can affect your finances and how the little steps we take today can have a big impact tomorrow.