Retire Rich and Happy

Our Mission Statement

Jeff Harris and Associates, Inc. is an independent financial advocate for business owners who want unbiased advice so they can enjoy life and not have to worry about their money.

We believe in:

The Golden Rule- “Do for others what you would have them do for you”.
Being honest and forthright regardless of what’s going on in the markets.
The value of ongoing continuing education to serve you better in a changing world.
Using technology to streamline and improve our client services.
Complete confidentiality- Trust is paramount in our relationship.
Aligning ourselves with vendors and suppliers who exhibit high integrity.
Doing a great job for our clients so they’ll want to tell their friends about us.

We serve a variety of business clients with differing needs and concerns. Our practice is designed to operate most effectively for owners personal investment accounts in excess of $500,000. Working capital accounts should exceed $250,00 and Qualified Retirment Plans should exceed $5 Million in order for us to bring maximum value to the table.

We exist to empower you with the financial resources and guidance necessary to live a fulfilling, meaningful life of significance while preserving your peace-of-mind. Prudently managed, financial resources can be a tremendous blessing to you and your family. Our job is to provide the strategies, tactics and tools that are most appropriate for you and your family.

Our clients can expect:

Us to use disciplined investment strategies instead of trying to “guess” or “time” the markets.
We will avoid unnecessary taxes and fees whenever possible.
We will only hire high quality money managers to work for you.
We will respond promptly to your concerns in a courteous, professional manner.
We will respond to your phone calls, e-mails and faxes promptly.
To receive outstanding value in return for our compensation.
Clear, ongoing communication so you know what’s happening with your money.

We expect our clients to:
We highly value each and every one of our client relationships and we look forward to serving you and your family over the years to come. Thank you very much for your confidence and trust.