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FINANCIAL GUIDANCE

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.”

— HOUSTON HARRISON

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