HARRISON FINANCIAL PLANNING

HARRISON FINANCIAL PLANNING provides top-quality financial expertise to its clients without needing to boast about it. Established in 2001, this financial planning firm has been helping clients achieve their financial goals and secure their financial future.

How does the advisor help clients – Key Takeaways:

HARRISON FINANCIAL PLANNING offers a variety of financial services to help clients manage their wealth effectively. From investment management to retirement planning, their team of expert advisors can assist clients in achieving their financial objectives.

Here are some key takeaways on how HARRISON FINANCIAL PLANNING can help clients:

• Provides personalized financial planning services tailored to each client’s unique needs and goals.
• Offers a wide range of financial services to help clients grow their wealth and secure their future.
• Uses a holistic approach to financial planning, taking into consideration all aspects of a client’s financial situation.
• Empowers clients with the knowledge and tools to make informed financial decisions.

Facts and Insights

HARRISON FINANCIAL PLANNING has a team of experienced financial advisors who are dedicated to helping clients achieve financial success. With a combined experience of over 50 years, their advisors have the knowledge and expertise to guide clients towards their financial goals.

Here are some facts and insights about HARRISON FINANCIAL PLANNING:

• Founded in 2001, HARRISON FINANCIAL PLANNING has been serving clients for over 20 years.
• The firm has over $100 million in assets under management, showcasing their ability to handle clients’ wealth effectively.
• They have a team of 5 advisors, each with their unique specializations and expertise.
• HARRISON FINANCIAL PLANNING has a client retention rate of over 90%, demonstrating their commitment to providing top-quality service to their clients.

Financial Services Offered

HARRISON FINANCIAL PLANNING offers a comprehensive range of financial services to cater to their clients’ diverse needs. Their services include:

• Investment Management: Their team of experts creates customized investment portfolios to help clients achieve their financial goals.
• Retirement Planning: HARRISON FINANCIAL PLANNING helps clients plan for their future by developing personalized retirement plans.
• Estate Planning: Their advisors provide guidance and assistance in creating an estate plan to protect and distribute a client’s wealth according to their wishes.
• Tax Planning: The firm helps clients minimize their tax burden and maximize their wealth through efficient tax planning strategies.
• Insurance Planning: HARRISON FINANCIAL PLANNING offers insurance planning services to protect clients and their families from unexpected events.
• Education Planning: Their team helps clients plan and save for their children’s education expenses.

Client Types

HARRISON FINANCIAL PLANNING serves a diverse range of clients, including high-net-worth individuals, families, and small business owners. They also work with clients from different industries, including healthcare, technology, and finance.

Fees & Compensation

As a fee-only financial advisory firm, HARRISON FINANCIAL PLANNING does not receive any commissions or incentives from third parties. This ensures that their advisors act in the best interest of their clients without any conflicts of interest.

The firm charges its clients a fee based on a percentage of their assets under management. This fee structure aligns the firm’s interests with those of their clients, as their compensation is directly linked to the performance of their clients’ investments.

Background

HARRISON FINANCIAL PLANNING was founded by John Harrison, a financial expert with over 30 years of experience in the industry. He established the firm with a vision to provide personalized and transparent financial planning services to clients. The firm has since grown to become a trusted name in the financial advisory industry, with a team of expert