Our Service Offerings

Portfolio Management

Stocks & ETF's

Mutual Funds

Fixed Income

Options

Dollar Cost Averaging

Tax Loss Harvesting

Consulting

Retirement & Income

Budgets & Spending Plans

Tax & Estate Planning

Risk Management

Investment Accounts

Individuals & Joint Tenants

Trust & Estates

Custodial Accounts

529's

Corporate Accounts

Retirement Accounts

Traditional & Rollover IRA's

Roth IRA's

SIMPLE & SEP IRA's

Harris Consulting can help with your budget

While managing your investment portfolio, we offer a complimentary service to you:

Our clients can request an in-person meeting with our budgeting specialist, Ogden Tabb, to receive a review of your household's cash flow.

Working with Ogden's insights, we'll assist you with creating a spending plan to meet your needs for the upcoming year. We can also establish a plan to pay off outstanding debt or simply identify expenses that could be eliminated from your household.

Ask for a spending plan consultation today!