Frequently Asked Questions
- Who needs financial planning?
- What can I expect from Harris & Company Wealth Management?
- What happens after I choose my investments?
- What should I ask my financial representative?
To put it quite simply, everyone can use assistance when it comes to financial planning. Whether you have very modest assets or larger and more complex personal & professional holdings, advice from dedicated professionals is vital.
We know that truly effective financial advisors begin by assessing their clients’ individual needs, not just by simply recommending investments. Our team of experienced professionals begin by helping you understand your current financial situation, identifying your needs, determining your risk tolerance, and establishing an investment time horizon. From there, we can help you develop a long-term investment strategy that best suits your goals.
You can expect your personal financial representative to research a variety of investment choices in pursuit of the right fit. They’ll explain the risks and rewards of each investment, how they work, and help you build an asset allocation strategy.
Your financial representative will keep an ongoing relationship with you to make sure your investments are doing the best they can for you. This includes reviewing your personal and financial situation on a regular basis, monitoring your portfolio and making necessary adjustments, and guiding you through the ups and downs of investing.
Your representative is there to help you. Don’t be afraid to ask any of the following common questions, or others that might arise:
- What do I do with my money?
- Where do I put my assets so that I won’t run out of money?
- Will my lifestyle change when I retire?
- How do I know what options are right for my family?
- What about my grandchildren? Can I allocate money for them to receive in the future?