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Paul Harris Financial
We are very pleased that we are scheduling limited office appointments. We still have staff working remotely, but the office remains open Monday – Friday, 8 am – 5 pm. For those who may be more comfortable, please let us know when you would like to schedule a phone or “virtual” meeting and we will make arrangements. As most of our business partners are still working remotely, we are still experiencing longer processing times, whether insurance- or investment-related. We thank you for your patience.
Please continue to check for updates. Above all, take care of yourself, your families, and other loved ones.
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.
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.
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.
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