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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

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

The A, B, C, & D of Medicare

The A, B, C, & D of Medicare

Learn about all the parts of Medicare with this informative and enjoyable article.

 

Building a Solid Financial Foundation

Sustain financial well-being or create wealth through these actions.

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.

Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Mortgages in Retirement

Explore the benefits and drawbacks to paying off your mortgage prior to retirement with this article.

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

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How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

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

Principles of Preserving Wealth

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

Investment Strategies for Retirement

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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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.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The Latte Lie and Other Myths

Check out this video to begin separating fact from fiction.

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