Our Philosophy

Freedom, Flexibility, Control and Collaboration to protect your assets and accumulate wealth for the life you want to live.

Our Process

We begin our relationship with a planning process to discuss your goals. We collaborate with you to build a strong financial structure that will stand the test of time, leaving your family with more wealth and security.

Our Mission

Our mission is to coordinate and oversee the financial affairs of the households we work with. We endeavor to know and understand your financial situation to provide you with only the highest quality information, services, and products to reach your goals.

Our Services

 

Collaborative Financial Planning

Whether it’s owning your own home, funding your children’s education, or creating a stress-free retirement, a financial plan is considered vital in working towards your goals. We use a consultative approach to create a financial plan that aims to meet your objectives.
 

Estate Planning

For some people, financial planning is mainly concerned with how best to go about building a nest egg and how to make it last through retirement. But for others, there is a desire to ensure their estate delivers benefits beyond their own retirement and produces a lasting legacy even after they have...
 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of investment preferences and tolerance for risk. It is based on the premise that different asset classes have varying cycles of performance and by investing in multiple...
 

Financial Planning for Business Owners

Business owners face unique challenges and opportunities in terms of financial planning. We will navigate you through the transition to self-employment and steps you need to take to protect your business through Business Succession Planning.
 

Retirement Planning

We spend a lot of time planning our education, skills training, and professional designations we will acquire. We also spend a lot of time planning which industries are the best to work in, which employers to work for, etc. Once employed we carefully strategize our every career move so that we...
 

Insurance

Insurance can give you peace of mind by protecting yourself, family, and assets. Why Insurance is Important Insurance is essential to any comprehensive financial security plan. Without it you are vulnerable to your financial plan not realizing the goals you intended. Life Insurance – When death...
 

Investments

We are always constantly engaged in subconscious acts of investment planning. We plan how to invest the time we have for both long-term and short-term activities: Would the two hours we have be better spent watching television or taking in a ball game? Does it pay to invest the effort studying for a...
 

Educational Savings Plan

Post-secondary costs continue to increase. By utilizing an Education Savings Plan you can ensure your children and grandchildren can continue their education without incurring a heavy debt load.

Our Founder

Our Team

John W. Harrison III

Founder/Wealth Manager