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.
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
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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