My industry affiliations allow me to offer clients industry-leading products, backed by some of the largest companies in the country. However, the most important thing I bring to my clients is a planning process that allows me to help clients completely understand their financial situation and develop an effective approach to maximizing their financial potential.
Using the Lifetime Economic Acceleration ProcessTM, I have helped many clients understand how they can meet and exceed their financial goals. Through education, analysis, and planning a personal program is developed that will leverage all aspects of a client's financial situation, and provide an integrated financial program to reach their financial potential.
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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