During these rapidly changing and uncertain days, our thoughts and concerns re focused on the health and safety of our clients, professional associates, friends, and staff.  We are in the people business and our entire community deserves our utmost consideration and concern.  This message is to re-affirm what we hope you already know about Paul Harris Financial:  We are actively committed to doing our best go guide you with your finances as well as support our community In slowing the spread of the COVID-19 virus during a very turbulent season. 

We are taking the following proactive measures effective today through Friday, April 3, 2020 (or longer, if needed0;  To the extent possible, we are encouraging staff to work remotely.  The nature of our business requires extraordinary care with client funds.  Cyber-security becomes a more significant issue when accessing our records remotely, so our office will remain open Monday – Friday, 8am – 5pm.  It will be staffed minimally and there is no guarantee someone will be in the office all of those hours.  Mail, package delivery, e-mail, and telephones will be monitored regularly to minimize, if not prevent, service disruption. 

We are not scheduling appointments until after Friday, April 3.  We ARE, however, available for phone consultations.  Please call the office to schedule a time.  We are able to process the typical transactions you need without any procedural changes.  At the same time, we have been told to expect longer than usual processing times, regardless if the transaction is insurance- or investment-related. 

Please check our website for updates.  Above all, take care of yourself, your families, and other loved ones.

Financial Management

Leap offers a unique model for managing personal finance that calculates every move and keeps clients connected with their financial professional every step of the way. Discover why Every Move Matters with Leap.


Paul HarrisWelcome to Paul Harris Financial

We help clients to be clear and excited about their personal future, thus enabling them to make strategic decisions with their finances that are crucial to their future well-being and peace of mind.

The platform we use is Leap.  What is Leap?

A unique model blending science and visual simplification with a philosophy of protection-savings-growth helping you to achieve your financial potential.

Making the right moves at the right time requires being able to see how money works under a variety of circumstances. Leap empowers financial professionals to help individuals, families and businesses simplify financial life through this discovery and design process.

Simply put, we are here to help.


What If...

You can't predict where your financial plan will be years from now. But you can plan for the unknown by creating a strategy to deal with them. We can help you balance your insurance policies, insurance accounts, retirement, investments, income and any loans you may have. And, it helps you balance your financial plan.

Isn't it time for sane, sound, simple financial decision making?

Call +1 (239) 939-5131

Our Products and Services

 

Strategy

At Our Firm, our clients are introduced to the Lifetime Economic Acceleration Process™, LEAP®, which…

 

Process

We will meet to discuss the Lifetime Economic Acceleration Process™. We will describe the…

 

Resources

My industry affiliations allow me to offer clients industry-leading products, backed by some of the…


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