At Harrison Financial Services, our expertise and proven processes are key to integrated financial planning and wealth management performance. We understand that wealth management is more than accumulating wealth - it’s about being family-oriented, multi-generational, and supportive of your community. Our unique approach incorporates every component of life, including health, family, legacy, friendships, finance, and spirituality – all tied together in what we call Life 360. As your financial stewards, we work closely with you to understand every aspect of your life, ensuring a holistic approach that supports your goals.
Our proprietary, proven process takes you step-by-step through a clearly defined path to help you reach your life goals.
Step 1: Making introductions and sharing the HFS value proposition enables collaboration and mutual understanding
Step 2: Gathering pertinent information establishes a foundation on which to build a comprehensive wealth management plan
Step 3: Establishing recommendations and a detailed roadmap provides clarity to move forward
Step 4: Optimizing plans and reviewing solutions articulates vision to reach your goals
Step 5: Coordinating account transitions and transmission of personal documentation enables plan implementation
Each step of our proven process is audited with HFS Review - a proprietary measure that ensures accuracy and an exceptional customer experience.