You have aligned yourself with various micro-managers to assist you with your financial decision-making. These micro-managers are specialists in their particular area of expertise. Without a macro-manager, you are left with the complex responsibility of tying all of your financial decisions together. This presents many problems because you neither have the time nor the expertise in each area to evaluate the performance of your micro-managers. Our presence enables your micro-managers to better perform their services. In addition, our expertise in helping to maximize wealth, distribution and conservation strategies could potentially improve the overall performance of your plan.
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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