At HCM, we strive to help you succeed in all your investing and financial planning goals. Whether you’re buying your first home or looking for an early retirement, you need someone you can trust to help advise your investment strategies. We want to be that friend! Come build a relationship that is founded on trust and dedication to your financial portfolio’s success. Forget about dealing with the Wall Street broker and come put your financial planning in the hands of a friend you can trust.
A Cup of Coffee and a Second Opinion
The Stock Market can be a difficult thing to navigate. Whether you’re a savvy investor with an expansive portfolio, or a new employee who wants help with your 401k, we find that every investor across the nation shares these questions in common: “Should I be doing something else?” and “Could I be doing more?”
At Harrison Capital Management, we've seen a lot of difficult markets come and go, and we can certainly empathize with people who find themselves asking these kinds of questions. We'd like to help if we can and, to that end, here's what we offer:
A cup of coffee, and a second opinion.
By appointment, you're welcome to come in and sit with us for a while. We'll ask you to outline your financial goals – what your investment portfolio is intended to do for you. Then we'll review the portfolio for and with you.
If we think your investments continue to be well-suited to your long-term goals, we'll gladly tell you so and send you off with peace of mind. If, on the other hand, we think some of your investments no longer fit with your goals, we'll explain why. We’ll even recommend some alternatives (if you like!) It’s your investment, your choice- and we’re here to help.
Just know, the coffee is on us.
Schedule a Meeting Today!