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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.
MATT SCHULLER
President & Founder of BrightPath Wealth Management
Matt Schuller, President & Founder of BrightPath Wealth Management, has 17 years of experience in the financial industry.
He wants his clients to know how their money is working for them. He wants people to be informed about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is a dedicated advisor, which he takes very seriously. You will hear him say that most people have a product not a plan. Working with Matthew, you will see there is a big difference on what he considers a plan compared to others.
Matthew is driven to share his financial and retirement knowledge with the general public as a successful, published book author and contributor to Kiplinger. He also travels the country as a keynote speaker to enlighten audiences on retirement and financial topics.
He is a devoted husband and father of two little boys. During his free time, he enjoys family time and coaching basketball.
He wants his clients to know how their money is working for them. He wants people to be informed about wealth management. The more they know, the better he feels he’s done his job as their wealth manager. Matthew is a dedicated advisor, which he takes very seriously. You will hear him say that most people have a product not a plan. Working with Matthew, you will see there is a big difference on what he considers a plan compared to others.
Matthew is driven to share his financial and retirement knowledge with the general public as a successful, published book author and contributor to Kiplinger. He also travels the country as a keynote speaker to enlighten audiences on retirement and financial topics.
He is a devoted husband and father of two little boys. During his free time, he enjoys family time and coaching basketball.
