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"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.

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Helpful Content

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Cost of Procrastination

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

A House Divided

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

 

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Doubling Your Money

This calculator demonstrates the power of compound interest.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Emerging Market Opportunities

What are your options for investing in emerging markets?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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