Financial Planning for Individuals At Harris and Davis our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success. A Bucket Plan to Go with Your Bucket List A bucket plan can help you be better prepared for a comfortable retirement. Learn More Does Your Portfolio Fit Your Retirement Lifestyle? Lifestyle considerations in creating your retirement portfolio. Learn More Have a Question Name Email Address Phone Question Thank you! Oops!