|
|
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:
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.
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:
- 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.
