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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:

  Stocks
  Mutual Funds
  Bonds
  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

 

 

Products

Through Lincoln Financial Securities Corporation, our professionals can offer:

Stocks

Mutual Funds

Bonds

Variable Annuities

Estate Planning

Eugene W. Harris & Company works in conjunction with prominent estate planning law firms in the New Haven area. Working in conjunction with these firms, Eugene W. Harris & Company strives to coordinate the legal documentation and the financial services needed for a successful outcome in the area of estate planning.

Education Planning

Eugene W. Harris & Company has access to a multitude of educational investment accounts. We work with parents, grandparents, and family members to help insure that the necessary financial assets are available at the time their children and family members are ready to attend college.

Retirement Planning

Eugene W. Harris & Company works with business owners, municipal leaders, and corporations to provide comprehensive employer sponsored retirement programs for themselves and their employees. Working with national investment firms and local third party administrators, the professionals of Eugene W Harris & Company help in the selection of the appropriate type of plan and investment options for each individual entity. We also work with each employee to help them choose the appropriate investment options to meet their individual needs.

Municipal Deferred Compensation 457 Plans

The Deferred Compensation Plan is a tax-deferred supplemental retirement program open to all active employees of the municipality. Funds in the Deferred Compensation Plan are not subject to taxes until they are withdrawn from the Plan. At the time of withdrawal normal income taxes are due, but there is no IRA penalty, regardless of your age. Because of the tax-deferred status of funds in the Deferred Compensation Plan, Federal law strictly limits access to these funds and under normal circumstances prohibits participants from withdrawing these funds while employed with the municipality.

Eugene W. Harris & Company Wealth Management has been working with four major municipalities in providing supplemental retirement programs since 1984. For detailed information on Municipal Deferred Compensation please go to www.lfg.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

Member FINRA SIPC

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