Jewels Harris Financial
  • 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

Estate Preservation

Our main goal is your main goal with estate preservation: to provide for your family, including spouses, children, grandchildren, parents and siblings. We help you to design a strategy that allows you to share your life’s successes with others during your lifetime and direct distribution after death. We will work with you to prioritize the goals for your estate and customize a strategy to meet your long-term needs. Whether you are trying to minimize the impact of taxes or simply guarantee your heirs will receive what you have originally planned, J. Harris Financial will work with you to execute the proper strategies for you.

Picture
J Harris Holdings, Inc. BBB Business Review

Site Map

Home
About
Services
Resources
Blog
Contact

Contact

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.

Privacy Policy
​

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