"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
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.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
When considering life insurance, it's important to understand your options.
Life insurance proceeds are generally tax-free. But not in all cases.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to estimate your capital gains tax.
Assess whether you are running “in the black” or “in the red” each month.
Determine if you are eligible to contribute to a traditional or Roth IRA.
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.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are hundreds of ETFs available. Should you invest in them?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Are you ready for retirement? Here are five words you should consider.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Smart investors take the time to separate emotion from fact.