9 Basic Principles
Harris Financial Solutions is built on 9 basic Principles:
F- Financial insight into our clients' needs, wants and concerns is one of our greatest attributes
I- Independence to give our clients creative, out-of-the-box solutions designed to build confidence in protecting clients' assets
D- Delivering sound comprehensive advice and services with transparency
U- Uniquely positioned to serve our clients with both estate and financial planning
C- Courage to have conversations that our clients need instead of only what they want to hear
I- Investments that are prudent and suitable in today's unpredictable and often volatile, highly regulated industry
A- Accountability to our clients for all actions on their behalf
R- Returns relevant to our clients' objectives, time horizons and risk tolerance
Y- You, the client, are the priority of Harris Financial Solutions
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Fiduciary- Harris Financial Solutions is an organization that acts on behalf of our clients and our communities. This means putting our clients' interests ahead of our own, with a duty to preserve good faith and trust. Being a fiduciary-based firm requires Harris Financial Solutions to be bound both legally and ethically to act in others' best interest.
