Harmon Financial Advisors offers one primary service – financial advice for you and your family.
Planning your family’s financial future can be complex. Each component of your financial life has a role to play, and every part must be carefully considered when giving financial advice. As a result, we take a comprehensive approach to wealth management.
Wealth and Investment Management
Proactive wealth management is the overarching framework through which we counsel our clients. By understanding our clients’ broader circumstances and taking note of their entire financial picture, we strive to offer a superior level of advice that we believe is both appropriate and of value.
Throughout our relationship, we help ensure that the strategies we construct are aligned with your goals and circumstances. We accomplish this by focusing on the five distinct areas of wealth management
All examples are hypothetical and are for illustrative purposes only.
Probability of Success Below Confidence Zone
Probability of Success In Confidence Zone
Probability of Success In Confidence Zone
Riskalyze is an independent third party service provider and is not affiliated with Raymond James.
There is no form of a legal partnership, agency, affiliation, or similar relationship between Everplans and Raymond James, or their affiliates or agents, nor is such a relationship created or implied by the information herein. An introduction to Everplans by Raymond James does not constitute an endorsement, recommendation, or opinion as to the appropriateness of any relationship between Raymond James or any financial advisors and Everplans, or their affiliates or agents, or any advertising, marketing, social media use, or communications as a result of an introduction to Everplans by a Raymond James financial advisor. Raymond James is independent of Everplans.
Life is full of priorities. Whether it’s securing a comfortable retirement, paying for a child’s education or purchasing a second home, we all have competing short- and long-term goals that require a personalized plan to be successful. With sound planning, we can all get a little more out of life – spending more time focused on what’s important to us and less time being concerned about finances.
Our mission is to make financial planning an easy, informative, and engaging process for clients. With innovative and collaborative planning tools, we can help you create a realistic plan designed to meet your goals. Once we have a baseline plan, we’ll thoroughly test the plan and gauge the probability it will be successful, discuss priorities and look at tradeoffs that can be made to attempt to improve your odds.
