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Business Owners

Helping to Simplify the Complex

You’re a business owner because you wanted to build something great. We respect that; Harris and Davis Financial Advisors is a family-owned business. Because of this, we have specific knowledge and experience in helping you attract the best and brightest employees, while working with you to figure out current and future steps for your business. Count on us to help you with the appropriate resources and benefits that allow you to attract and retain skilled, qualified employees. We also provide advice and recommendations to help reduce your tax burden.

Optimizing Business Retirement Strategies

We prioritize protecting business owners' main asset—their business—in retirement planning. Our diversified approach extends strategies to retirement planning, emphasizing personal connections. Leveraging the 8 drivers of company value, we ensure a thorough understanding and optimization of their business's worth.

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Protect your Key Employees

Protect your Key Employees

As a business owner, your most important assets are your employees.  In the same way that our most valuable assets – homes, cars, ability to earn income etc. should be insured against an unexpected loss, a key employee should be insured as well.   The loss of a key employee can have a devastating effect on a small business. We can provide Life and Disability insurance strategies that will protect your company.  These benefits can help with recruiting and paying a replacement, loss of earnings to the company.  They can also help with redemption of stock or a salary continuation plan arrangement with the surviving family. We will help you to determine the right coverage to meet the needs

Solutions for Business Succession

Solutions for Business Succession

After the death of a partner, that partners spouse or estate becomes rightful owner of their interest in the business.  Their share of the business will be disbursed in the form of compensation or through their participation as an active partner in the business.  By allowing us to help design a business succession strategy  you will be able to facilitate the orderly transfer of the business interest should this ever happen.   There is special planning strategies that we can put in place that will significantly lessen the burden on the remaining partner(s). 

Calculate Your Freedom Point

Determine your freedom milestone: Identify the point at which you can step away from your business commitments without regret.

Find Your Number
Defined Contribution Plans

Defined Contribution Plans

Effective retirement plans help attract qualified employees, while keeping them with your company for a long time. Our knowledge includes setting up Simple IRAs or Simplified Employee Pension (SEP) plans for your employees. We can also help you create a solo tax-advantage solo 401(k).

Profit Sharing and Comparability Plans

Profit Sharing and Comparability Plans

Profit-sharing plans can be a great way to compete against larger companies for prime employees. These plans can offer assets and tax-deferred growth. Comparability plans operate similarly, but help provide rewards to your loyal senior staff and key, hardworking employees.

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Contact Us

Contact Harris and Davis today to schedule your first consultation and begin moving toward your ideal future.

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About Us

Harris and Davis is a trusted financial advisor who employs a risk-focused, educational approach for every client. 

About Us

Our Team

Our team values your trust in us and works hard to sustain your confidence in our advice and educational objectives.

Meet the Team