FAQ

Our clients come to Eugene W. Harris & Company with ALL of their financial questions. Ranging from retirement goals to budgeting and everything else in-between.

With so much information readily available, it is easy to feel like a financial expert. But before jumping to conclusions, try asking yourself these simple questions:

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 & Company?

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. This means:

Reviewing your personal and financial situation on a regular basis
Monitoring your portfolio and helping you make adjustments when necessary
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 money?
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 financial future.

Securities and Advisory Services offered through registered representatives of Jefferson Pilot Securities Corporation Registered Broker/Dealer, Member FINRA SIPC Eugene W. Harris & Co. and Jefferson Pilot Securities Corporation are not affiliated.