So much has changed over the past ten years that many of the plans we made just don’t look the same as they once did. The reason is that we are all making financial decision independently and people don’t realize how these decisions might impact one another negatively. Making decisions in this manner results in the juncture. Your rules over here, stocks over there, pension plans somewhere else. It becomes unorganized, uncoordinated, out-of-date, inefficient, difficult to review and eventually will result in lost opportunities.
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Securities offered through Triad Advisors LLC. Member FINRA/SIPC. Advisory services offered through Capital Cities Investments. Capital Cities Investments and Paul Harris Financial are not affiliates of Triad Advisors LLC.
Paul Harris is licensed and authorized to conduct life insurance business in Florida. He is also licensed and authorized to conduct securities related business in Florida. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Paul Harris Financial
4560 Via Royale Suite 4B
Fort Myers, FL 33919-1076