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Guiding You to a Confident Retirement

Guiding You to a Confident Retirement

Tailored guidance and personalized financial education to empower your journey toward financial confidence.

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Confidence through Greater Understanding

Confidence through Greater Understanding

Harris and Davis is your trusted financial advisor. We have carefully built our business by supporting every client with a risk-minded, educational approach. We simplify your complex concerns and help you identify and remediate risks that can derail your solid financial plan. We believe that well-informed clients can confidently progress toward their goals.

About Us

A Partner for Simplifying Complexities 

Our educational approach helps you understand the strategic solutions we craft to address your unique goals and risks. We want to earn your trust as we support your successful transition into retirement.

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Personalized Support for Your Situation

We help you grasp the strategies we create to achieve your specific financial goals and manage risks. Our goal is to gain your trust while guiding you toward a successful retirement, regardless of where you are in your financial journey.

Individuals & Families

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Pre-Retirees & Retirees

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Educators & Administrators

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Experienced Business Owners

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Unique Insights to Empower You to Navigate What's Next

Unique Insights to Empower You to Navigate What's Next

We approach our clients with a focus on education and risk identification. We know you have unique risk exposures, and we want to help you prepare to navigate those potential obstacles. We simplify complex issues and provide the reasoning behind our advice, which fosters the development of your financial confidence.

Comprehensive Services to Support Your Unique Goals

We employ a complete menu of services to address your personal and business financial planning needs.

For Individuals & Families

Harris and Davis builds a foundation of trust with clients by understanding your values and aligning our strategies with those values.

Personalized Solutions

For Business Owners

We support your business with solutions that will help you solidify your business plan, including succession and transition strategies.

Business Services

Resources to Enhance Your Financial Confidence

Harris and Davis identifies financial resources that can help you enhance your financial confidence and make informed decisions.

Annuity Comparison

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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How Compound Interest Works

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.
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Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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Contact Us Today

The path toward your ideal financial future starts with identifying goals and understanding your unique risks. Harris and Davis is ready to support your successful transition into retirement.

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