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Eugene W. Harris & Co. Wealth Management

At Eugene W. Harris & Company our mission is to help our clients increase their wealth and reduce their taxes. For over 25 years, we have made it a priority to assess the unique needs of each client in order to pursue their investment goals through a variety of services. These services include, but are not limited to, fixed annuities, insurance, pension plans and tax preparation. Through Lincoln Financial Securities Corporation, we can offer mutual funds, tax-free investments, stocks, bonds and estate planning.

Through Lincoln Financial Securities Corporation, Eugene W. Harris & Company Wealth Management can offer:

  Mutual Funds
  Variable Annuities
  Estate Planning
  Educational Planning
  Retirement Planning

Municipal Deferred Compensation 457 Plans

Eugene W. Harris & Company Wealth Management can also offer the following services and products through entities other than Lincoln Financial Securities Corporation:

  Tax Preparation
  Life Insurance
  Long Term Care
  Disability Insurance
  Group / Individual Health

Medicare Supplemental Plans


From the Desk of Eugene W. Harris

www.HarrisWealthManagement.com has been created in order to provide you with easy access to convenient and up-to-date information concerning your investments and Eugene W. Harris & Company. I hope that the information provided will help you learn more about Eugene W. Harris & Company and your own financial needs and goals.



Each quarter I will post a fresh newsletter concerning important investment topics. The purpose of the newletters is to keep you abreast of the latest wealth management changes and trends. This quarter, the focus is on preparing for the increasing costs of higher education in a way that is customized to fit your financial goals.


The cost of higher education is currently outpacing inflation. The College Board estimates college costs grew at a rate of 9.8 percent at four-year public colleges and  universities and at an average of 5.7 percent at private four-year colleges and universities for the 2004-2005 school year. At the current rate of college inflation, parents of newborns can expect average 4-year college expenses ranging from $115,396 for (on-campus) public colleges to $221,562 for (on-campus) private colleges.

With the escalating cost of higher education, it becomes critical to plan ahead in order to send your children to the college of their choice. There are several options available to help fund your child’s college expenses. Three options include 529 Plans, Educational IRAs and Custodial Accounts, which can be established to help prepare families for the increasing cost of higher education.


Investment News

Wall St. Journal - http://online.wsj.com
Business Week - http://www.businessweek.com
Business New Haven - http://www.conntact.com
Forbes - http://www.forbes.com
Bloomberg News - http://www.bloomberg.com
MSNBC - http://www.msnbc.msn.com


Investments and advisory services offered through representatives of Lincoln Financial Securities Corporation, Member SIPC. Branch Office: 250 State Street, Suite B-1, North Haven, CT 06473. Advisory services offered to residents of CT. Investments offered to residents of CA, CT, FL, GA, MA, MI, NC, NH, NJ, NV, NY, OH, PA, RI & VA. In CA, insurance may be offered through LFS Marketing & Insurance Sales Corporation. In NY, insurance may be offered through LFS Marketing & Insurance Agency Corporation. Lincoln Financial Securities Corporation and Harris Wealth Management are not affiliated. LFS and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances. LFS-1373538-121515


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Contact Information
250 State Street
Sturbridge Commons
Unit B-1
North Haven, CT 06473
P: 203-281-2934

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