SERVICES 

 

As a full service financial planner, working with me means digging in deep to discover what your unique set of needs are. I believe that no two clients’ needs are the same and your plan should be tailored to address your needs. I am here to develop a customized plan that is easy to understand and will work with you to seamlessly implement it. If that means coordinating the plan with your tax or legal professionals, other family members, or business partners, I'm here to do that too. The bottom line is, I work for you. Leave the work to me so you can get out and enjoy life.

EDUCATIONAL APPROACH

My educational approach takes the mystery out of investing, insurance, estate conservation, and preserving wealth. Bo Harris Wealth Management has the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk. LPL Financial also offers BHWM one of the industry’s broadest, non-proprietary investment platforms, providing choice and objectivity when recommending investments.

 

OUR MISSION IS TO GET TO KNOW AND UNDERSTAND YOUR NEEDS, WANTS AND LONG TERM GOALS.

UNDERSTANDING YOUR GOALS

ABOUT US

As a financial professional, my firm is committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, we'll work diligently to develop a program that carefully balances investment strategies with preserving principal.

Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.

Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards.  l work closely with my clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.

Please check out all the material on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.

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CONTACT US

2950 Fairfield Avenue
Shreveport, LA 71104

bo@boharriswm.com

Tel: 318-670-3101

 

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. 

SECURITIES OFFERED THROUGH LPL FINANCIAL, MEMBER FINRA/SIPC. INVESTMENT ADVICE OFFERED THROUGH GWM ADVISORS, A REGISTERED INVESTMENT ADVISOR. GWM ADVISORS and Bo Harris Wealth Management are separate entities from LPL Financial.

The LPL Financial registered representative associated with this website may discuss and/or transact securities business only with residents of the following states: LA

GWM ADVISORS is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where GWM Advisors and its representatives are properly licensed or exempt from licensure. This website is solely for information purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by GWM Advisors unless a client service agreement is in place.