Jewels Harris Financial
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About

 

JEWELS HARRIS

Having spent most of his career operating his own homebuilding firm, Jewels Harris understands the need to have a detailed plan. Constructing a home from the ground up requires a set of blueprints before you move any dirt or hammer the first nail. Likewise, people should have a detailed, long-term financial plan before they invest their money.

That’s what Jewels Harris Financial does with all of its clients. Like he did when building custom homes, Jewels begins the process by asking questions and finding out exactly what clients want. What are their goals and objectives? What short-term and long-term needs do they have? Then he develops a plan that takes into account his clients needs in these areas:
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  • Retirement income
  • Estate planning
  • Insurance
  • Social Security
  • Risk tolerance
 
​His past and present experience helps Jewels relate closely to his clients. As a single father of five, Jewels can appreciate the dynamics of estate planning and succession planning. Having been a business owner his entire professional life, Jewels understands the financial needs of entrepreneurs and small businesses. This experience also helped him understand the value of having a trusted professional to advise him on asset planning, tax planning, retirement planning and income planning. 
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Jewels Harris
1305 Ashleybrook Lane
Winston Salem, NC 27103

P. 336.724.2562
F. 336.306.9723
Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities can be used in various planning strategies for retirement.

This information is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host are not providing legal, accounting or specific advice for your situation.

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14428 – 2015/4/30

  • Home
  • About
    • Meet Jewels
  • Services
    • Retirement Income Strategies
    • Tax-Efficient Solutions
    • Long-Term Care
    • Estate Prservation
  • Resources
    • Calculators >
      • Sequence of Returns
      • Retirement Income
      • 401(k) Planner
      • Life Insurance
    • Guides
  • Radio
  • Blog
  • Contact