"A goal without a plan is just a wish."
-Antoine de Saint-Exupéry
Work Toward Securing Your Financial Future
At First Harrison Financial Services, we strive to simplify the complexities of your financial life. Since 1996, we have been dedicated to helping individuals, families, and small business owners build confidence in their future so they can enjoy the things that matter most.
As independent LPL financial advisors employed by First Harrison Bank, we provide clients with objective financial strategies. While products are important, personalization is paramount. We seek to build and nurture relationships built on your best interests. Whatever goals you may hope to achieve, our team is driven to help you create and maintain wealth through all seasons of life.Contact Us
Mortgages in Retirement
Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Five strategies for managing your student debt.
Five overlooked tax deductions to help manage your tax bill.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
For some, the social impact of investing is just as important as the return, perhaps more important.
This questionnaire will help determine your tolerance for investment risk.
This calculator shows how inflation over the years has impacted purchasing power.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help you estimate how much you should be saving for college.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
When you retire, how will you treat your next chapter?
You’ve made investments your whole life. Work with us to help make the most of them.
All about how missing the best market days (or the worst!) might affect your portfolio.
Taking your Social Security benefits at the right time may help maximize your benefit.
Do you know how to set up your financial goals for success? This knight does.