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Retirees & Pre-Retirees

Working With You Through Each Life Stage

Harris and Davis is dedicated to helping you build and execute a financial strategy that will guide you through each stage of life. We start by helping you express your goals in tangible terms that give you achievable milestones to work toward. At the same time, we help you build financial confidence by simplifying complex concepts and identifying and mitigating risks.

Balancing Goals for the Future with Today's Responsibilities

Balancing Goals for the Future with Today's Responsibilities

One of the most exciting and demanding stages of life is building a career and a family. There is never enough time for everything you want to do, and it's a huge challenge to balance current needs and wants with responsible planning. Harris and Davis can help you pursue a viable balance.

Navigating Each Stage's Challenges and Opportunities

Navigating Each Stage's Challenges and Opportunities

Creating a plan for accumulating assets sometimes seems simpler than adjusting to the stage of life where you use those assets. As you move closer to retirement your plan will incorporate changes to reflect a shorter time horizon.

Effective Planning Supports Your Entire Journey

Effective Planning Supports Your Entire Journey

You have worked hard to save money for your future and your family, and it's challenging to change gears and start using what you have saved. We can help by assessing your resources and creating a strategy for transitioning to retirement income.

Contact Us

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

Contact Us Today

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