COORDINATED |
When coordinated, your assets work together harmoniously |
INTEGRATED |
When integrated, they provide for a potential increase in money supply and benefits |
BASED ON FACTS |
The Model helps you evaluate your situation |
NEEDS & VALUE BASED |
With the Model, you may be less vulnerable to making decisions based on opinion or sales hype. Money decisions are now strictly needs and value based |
IMPLEMENTED |
The Model helps provide a method for your money decisions to be easily and automatically implemented |
ORGANIZED |
The Model will help you visualize how all your assets are working and at the same time provide an organized filing system |
ACCESIBLE |
Your money and assets will be more in your own control which leads to making intelligent financial decisions |
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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.