J. Harris Financial
Financial Advising
Why pick this one
J. Harris Financial has specialized in retirement income, tax-efficient solutions, long-term care, and estate preservation since 2003.
Best for
- Individuals transitioning into retirement
- Retirees seeking income strategies designed to last through retirement
- Clients seeking tax reduction strategies, IRA rollovers, or RMD guidance
- Families planning long-term care coverage
- Clients seeking estate preservation and beneficiary distribution strategies
- Entrepreneurs and small-business owners seeking asset, tax, retirement, and income planning
Look elsewhere if
- Clients seeking legal or accounting advice
- Clients needing state-specific advice
- Clients seeking services unrelated to retirement, insurance, estate, tax, or asset planning
Specialties
- retirement income strategies
- tax-efficient retirement solutions
- long-term care coverage guidance
- estate preservation
- retirement planning
- risk management
- insurance planning
- Social Security planning
- IRA rollovers and transfers
- Required Minimum Distribution planning
Certifications
- Licensed Insurance Professional
What makes them different
- Operating since 2003
- Not tied to one particular company or product
- Provides a no-cost initial consultation for long-term care planning
- Offers retirement planning through a combination of annuities, life insurance, and other financial vehicles
- Hosts Preserve Your Wealth on 94.5 WPTI on Saturdays
Distilled from this business's own website.
Contact & Location
- Address
- 1305 Ashleybrook Ln, Winston Salem, NC 27103-2918
- Phone
- 13367242562
- Website
- http://www.jharris-financial.com
Services
- financial planning
- retirement planning
- tax planning
- insurance planning
- long-term care planning
- estate planning
- asset preservation