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| Home > Wealth Management > Financial Planning |
Harris Private Bank offers a full range of financial planning services. Clients work with a personal Financial Advisor to help articulate objectives and plan for the future.
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Comprehensive Financial Planning
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Investment portfolio analysis |
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Income tax planning |
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Retirement planning |
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Estate administration |
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Education funding |
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Business succession planning |
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Charitable and philanthropic planning |
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Cash flow and financial management |
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Balance sheet management |
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Insurance planning/risk management |
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Financial Planning Process
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Step 1: Identify and priorities your objectives |
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Step 2: Gather information and documents |
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Step 3: Analyze data |
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Step 4: Consultation with our discipline experts (i.e. estate administration, philanthropy, etc.) |
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Step 5: Prepare your plan, including solutions and recommendations |
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Step 6: Present your plan to you, including action steps |
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Step 7: Implement and monitor |
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Contact Sullivan, Bruyette, Speros & Blaney,
an SEC-registered Investment Adviser.
For more information call 1-888-727-2443 or visit us at www.sbsbinc.com.
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To find out how Harris can help you to reach your financial goals, contact us.
Need assistance? We have experts who can help
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James is an architect who is nearing retirement. He has plans to wind down his practice and purchase a vacation home in Florida. |
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