Keeping up in a changing world is difficult. Of the many money decisions that you must make, knowing which are appropriate is not easy. Information overload can lead to financial paralysis. You probably lack the time to properly research all aspects of your money decisions. How it helps: LEAP helps you cope with these changes by providing easy to understand and easy to follow financial models.
Changing tax laws make it difficult for the consumer to plan easily and successfully. The tax laws have become more and more complicated. How it helps: The Leap System®can help you reduce your income taxes over your lifetime by providing tax strategies designed to simplify your financial life.
The stock market fluctuates up and down. It moves in cycles. A problem can exist when you need your money in a down cycle and your stocks have declined in value. Timing is important, but it cannot be controlled. How it helps: LEAP seeks to help you achieve “High Reward with Low Risk” through its unique “flow of money” concept.
Misleading information regarding insurance and financial products and strategies is prevalent on the Internet and in financial magazines, financial “How To” books and sales literature. How it helps: LEAP explains how many money strategies and products being advertised and promoted today may become hazardous to your wealth and protection goals. We will help you select the appropriate products and strategies tailored to help meet your individual needs, wants, and desires.
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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