Financial Planning for Business Owners

If you have yet to develop a retirement plan for your business, or if you're not sure the plan you've chosen is the right one we at Harris and Davis can help you. There are principles and strategies that may enable you to put together an investment portfolio that reflects your risk tolerance, time horizon, and goals. Understanding these principles and strategies can help you avoid some of the pitfalls that snarl some small business owners.

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family and business from the financial consequences of those events. A strategy can include disability insurance and life insurance.