At Our Firm, our clients are introduced to the Lifetime Economic Acceleration Process™, LEAP®, which is a holistic strategic system. Using the PS&G Model®, LEAP looks at all aspects of our client’s financial life, which allows financial decisions based on economics, not products or tax laws.
With our assistance and the PS&G Model, our clients have the potential to:
Above all, we believe if clients are aware of the challenges that we all face from now through retirement and are able to develop contingency plans, it will add to their confidence.
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The Leap Strategic Process in coordination with The Leap Model and Rulebook gives everyone a powerful toolset to help make smart choices at any time and no matter what the market or other economic conditions are present. These guidelines provide greater understanding of how money works, helping us to navigate our financial lives in a sane, sound, and simple way. Together, we figure out what makes the most sense, finding the right mix of powerful wealth-building and protection strategies.
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