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Personal Services

Services to Strengthen Your Financial Foundation

Our comprehensive suite of personal financial services is designed to further your financial education in addition to helping you develop a solid strategic plan. We believe that fostering your knowledge will help you identify and understand potential risks and the solutions that you can employ to mitigate the risks and move forward with confidence.

Financial Planning

Financial planning provides the foundation for building your ideal financial future. Our approach starts with assessing your current financial condition, evaluating your risk tolerance, and defining your overall objectives so we can design a personalized strategy that enhances your progress toward your goals while honoring your values.

Revocable Living Trusts

A revocable living trust is a valuable estate planning tool that offers control, flexibility, and privacy in managing assets during your lifetime and enables an efficient transfer of assets after your death. A revocable trust can help avoid the delays and expenses associated with probate and help maintain the confidentiality of your plans.

Retirement Planning

Our retirement planning strategy starts with examining the goals you have for your retirement years. We will review your current readiness and time horizon to design an approach that will help you move closer to your objectives. We work to help you confidently maximize your retirement assets and adapt to changes as you encounter them.

Insurance & Protection

Safeguarding the assets you have accumulated is a crucial component of your overall financial plan. Insurance is part of a protection strategy but it isn't the only tool available. Our goal is to help you choose the best options to shield your assets and your family from potential financial harm as a result of unforeseen events.

Estate & Legacy Planning

Estate planning is one of the most meaningful components of an overall financial strategy. You have worked so hard to leave a generous legacy for your family, and we are dedicated to helping ensure that your wishes are respected and fulfilled. Effective generational planning can also minimize administrative burdens for your heirs.

Education Planning

Planning for future educational costs is a long-term commitment that requires consistent effort and a flexible approach. One vital aspect of an effective educational funding strategy is to stay informed about available resources and options. With an effective plan, you can support your children's educational goals without risking your financial well-being.

Wealth Management

Harris and Davis doesn't offer ready-made wealth management strategies. We prioritize every client relationship and work hard to earn your confidence. We design personalized approaches that make sense for you based on our understanding of your objectives and risk appetite and help you adapt to changing conditions.

Tax Planning Strategies

Tax management is an essential piece of every financial plan. Knowing how to employ appropriate tools can help maximize asset growth while reducing and deferring tax obligations. We will help you plan and manage your use of tax-deferred accounts to maximize your retirement resources.

8 Timeless Principles of Investing

Pursuing a sound financial strategy doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

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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