One of the lessons my dad taught me early in life was to surround myself with those who would make me better, those who had my best interest at heart, and to look to them for encouragement and guidance. My role in your life is to not only be part of your professional team, but to do so in a manner that always has your best interest and goals first.
I recognize that we are all in a different season of our financial journey, that we all have different needs and goals, and that those needs and goals evolve over time. As a husband and father of five, I also understand that there are many things competing for our time and resources. Whether that is saving for retirement, college or just trying to protect the financial future of the ones you care for the most; we can work together to develop specific strategies to help you achieve your goals. I want to teach my clients and take the confusion (and sometimes fear) out of developing a financial strategy and give them the confidence of understanding their strategy... And the ability to help track their progress towards achieving their goals.
One of my greatest passions is helping to protect the financial futures of my clients and the ones whom they care for most. We spend so much of our lives focused on building wealth, and we don't stop to focus on protecting that wealth. Having suffered the loss of a close loved one, I am more passionate and dedicated than ever in helping ensure that my clients have the proper estate and legacy strategies in place.
I find great meaning and fulfillment in what I do. Every day, I get to help others achieve what's most important to them.
Do you have a strategy to achieve your goals? Do your investments align with your goals? Are you on track to meet your goals? In working together, these are the questions I can help answer. Please let me know if I can serve you or your family in anyway.
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Business Retirement Plans
Phone NumberBrad Harris at (901) 853-2280
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