Financial Advisor James Harris

James Harris - MRFC®

"Custom Solutions For Your Unique Challenges & Financial Goals"

Check James Harris' Background Here:

Our Process

Getting You There



FIND OUT WHERE YOU ARE

The first step in successful financial planning is to find out where you are in relation to what you want to achieve. To accomplish this, I will analyze your current position and prepare the following items:

  • Personal balance sheet and budget
  • Retirement analysis
  • Family needs analysis
  • Investment analysis
  • Education analysis
  • Estate transfer analysis

DECIDE WHERE YOU WANT TO BE

You cannot achieve any level of success financially until you know your ultimate objectives. Therefore we will help you:

  • Clarify your financial goals
  • Prioritize your objectives
  • Evaluate your investment attitude

WE’LL SHOW YOU HOW TO GET THERE

No matter how well you plan, financial success will not be achieved unless you take action.  We will help you by:

  • Presenting a custom financial plan
  • Implementing steps in order of your priorities
  • Recommending appropriate products and programs
  • Considering tax implications
  • Periodic planning reviews
About Financial Advisor Icon
About Financial Firm Icon
Financial Advisor Difference Icon
Financial Advisor Process Icon
Independent Advisor Icon
Advisor Team Icon

Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

James Harris is an independent contractor of Money Concepts
Financial Advisor Website Login Icon