Home > Client Scenarios Client Scenarios Harris offers products and services designed to adapt to your needs as they change and expand throughout your life. Life Events At Harris, we understand that your financial well-being will impact important changes and events over time. Find out how we can help: Buying a Home Planning for Retirement Financing an Education Client Experiences James Pre-Retirement Bill & Karen Young Family Alex Mid-Career		Contact Us To find out how Harris can help you to reach your financial goals, contact us. Need assistance? We have experts who can help Harris Locations Find out which products and services are available in your area. Getting Started Find out which Harris services best suit your needs. More Client Experiences James, Pre-Retirement Jill, Small-Business Owner Maria and Jeffrey, Business Owners

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	Harris Private Bank is a trade name used by various financial service providers in Harris Financial Corp. Banking products and services are provided by Harris N.A., The Harris Bank N.A. and their bank affiliates. Member FDIC. Not all products and services are offered in every state and/or location. Harris is not engaged in rendering care management services, advice or tax preparation. Investments are not a deposit - not insured by the FDIC or any federal government agency - not guaranteed by any bank - may lose value. Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. lease review the privacy and security policies of web sites reached through links from Harris web sites. Brokerage products offered through Harris Investor Services, Inc. registered broker/dealer, member FINRA/SIPC. SEC-registered investment adviser. Insurance and annuities offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliated companies. Products offered are: NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.