Our clients come to Eugene W.
Harris & Company with ALL of their financial questions.
Ranging from retirement goals to budgeting and everything
With so much information readily
available, it is easy to feel like a financial expert. But
before jumping to conclusions, try asking yourself these
Do I have a clear understanding of
my financial goals?
Do I understand all the investment
options available to help me reach those goals?
Do I know which of those options are
right for me?
Do I have the expertise to build a
financial strategy and the discipline to stick to it through
good times and bad?
Do I have the time and expertise required
to monitor and manage my investments?
If you answered “no”
to even one of these questions, you may want to consider
talking to a financial professional.
What can I expect from Eugene W. Harris
Truly effective financial professionals
begin by assessing their clients’ needs – not
by simply recommending specific investments. You can expect
your financial representative at Eugene W. Harris &
Company to begin by:
Assessing your current financial situation
Helping you identify your financial needs
Determining your risk tolerance
Establishing your investment time horizon
Helping you formulate a long-term investment strategy
Next, you can expect your financial
representative to research a variety of investment choices
and match them to your specific needs. This includes:
Explaining the risks and rewards of
each type of investment
Explaining how each type of investment works
Helping you build an asset allocation strategy
Once you’ve worked together
to choose the investments that are right for you, you can
expect an ongoing relationship with your financial representative.
Reviewing your personal and financial
situation on a regular basis
Monitoring your portfolio and helping you make adjustments
Guiding you through the ups and downs of investing
Don’t be afraid to ask any
of the following common questions:
What do I do with my money?
Where do I put my assets so that I won’t run out of
Is my life style going to change when I retire?
How do I know what options are right for my family?
What about my grandchildren? Can I allocate money for them
to receive in the future?
The team of financial representatives
at Eugene W. Harris & Company will answer these and
many other questions. We are here to advise you and help
you make confident decisions to insure you and your family’s
Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Branch Office: 250 State Street, Suite B-1, North Haven, CT 06473. Advisory services offered to residents of CT. Investments offered to residents of CA, CT, FL, GA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, RI & VA. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Lincoln Financial Securities Corporation and Harris Wealth Management are not affiliated. LFS and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-1373538-121515
Member FINRA SIPC