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9900 Nicholas Street, Suite 360, Omaha, NE 68114

402.397.5440
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Guiding You to a Confident Retirement

Guiding You to a Confident Retirement

Tailored guidance and personalized financial education to empower your journey toward financial confidence.

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Confidence through Greater Understanding

Confidence through Greater Understanding

Harris and Davis is your trusted financial advisor. We have carefully built our business by supporting every client with a risk-minded, educational approach. We simplify your complex concerns and help you identify and remediate risks that can derail your solid financial plan. We believe that well-informed clients can confidently progress toward their goals.

About Us

A Partner for Simplifying Complexities 

Our educational approach helps you understand the strategic solutions we craft to address your unique goals and risks. We want to earn your trust as we support your successful transition into retirement.

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Personalized Support for Your Situation

We help you grasp the strategies we create to achieve your specific financial goals and manage risks. Our goal is to gain your trust while guiding you toward a successful retirement, regardless of where you are in your financial journey.

Individuals & Families

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Pre-Retirees & Retirees

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Educators & Administrators

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Experienced Business Owners

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Unique Insights to Empower You to Navigate What's Next

Unique Insights to Empower You to Navigate What's Next

We approach our clients with a focus on education and risk identification. We know you have unique risk exposures, and we want to help you prepare to navigate those potential obstacles. We simplify complex issues and provide the reasoning behind our advice, which fosters the development of your financial confidence.

Comprehensive Services to Support Your Unique Goals

We employ a complete menu of services to address your personal and business financial planning needs.

For Individuals & Families

Harris and Davis builds a foundation of trust with clients by understanding your values and aligning our strategies with those values.

Personalized Solutions

For Business Owners

We support your business with solutions that will help you solidify your business plan, including succession and transition strategies.

Business Services

Resources to Enhance Your Financial Confidence

Harris and Davis identifies financial resources that can help you enhance your financial confidence and make informed decisions.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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Potential Income from an IRA

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.
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Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
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Inflation & Retirement

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.
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Contact Us Today

The path toward your ideal financial future starts with identifying goals and understanding your unique risks. Harris and Davis is ready to support your successful transition into retirement.

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