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Retirement is a time for reflection, relaxation, travel and pursuing interests you didn’t have time to follow. It’s also the time to plan ahead and make informed decisions about the years to come. A Harris enCircle Specialist can help save you time and simplify the process by gaining a full understanding of your financial situation, needs and interests and creating a plan to handle the details for you. Just a few of the services we provide:
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Bill Payment - Your Harris enCircle Specialist will look at your bills and make monthly or occasional payments on your behalf. Your Harris enCircle account statement will detail every transaction. |
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Tax Return Coordination - To minimize stress, your Harris enCircle Specialist will gather all your tax information with your input and coordinate the preparation of your tax returns, as well as handle any refunds or payments to and from your Harris enCircle account. |
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Investment Management - Whether predictable income or day-to-day management of your assets is the goal, Harris enCircle will assist you with a customized investment strategy and help manage your assets. |
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Harris enCircle can also help refer care management resources for a comprehensive assessment of the physical, medical and social needs of you or your spouse, and any further recommendations to improve the quality of your life.
>> For more information, please call 1-877-782-9386.
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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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