Planning for All Stages of Life
We are with you every step of the way to create, evaluate and update your financial plan so that it fits your evolving needs.
Work-Optional Lifestyle
Our proprietary wealth management process helps business owners and professionals strive for a work-optional lifestyle.
Customized Retirement
What does your ideal retirement look like? We craft custom plans to help you make your vision a reality.
Creating a Successful Legacy
How will you be remembered by those you love? Our revolutionary eStatePlan™ puts the creation, revision and control of your estate in your own hands.
A MESSAGE FROM HOUSTON HARRISON:
“As a fiduciary, my focus is always on doing what’s best for my clients.
I chose to be independent because that allows me to offer a wide range of solutions and strategies tailored to each client’s needs.
This freedom is invaluable to people who put their trust in me.”
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