Stephen L. Harris, CLU & Associates
Our Services
When working with businesses we primarily focus on three areas:
• Employee Benefit Planning - Establish benefit plans that are competitive with large company plans yet affordable for the small business.
• Selective Benefit Planning - Assisting owners and executives of small companies in setting up tax-favored selective compensation plans.
• Business Protection Planning - Identifying areas of business risk, including the untimely death or disability of an owner or executive.
When working with individuals, we:
• Will help you establish financial goals that are important in your life.
• Will help you create a financial plan to help you seek those goals.
• Will execute, and review as required, your plan to keep you on course for pursuing your goals.