Money Concepts Wealth Management & Financial Planning Center
Jim Harris, RFC®
Wealth Management President,
Georgia Regional Director
Website: www.MoneyConcepts.com/JHarris
E-Mail: [email protected]
Branch Office: (770) 578-3555
“About My Practice”
Custom Solutions For Your Unique Challenges & Financial Goals…
Solutions For Financial Success:
Knowing exactly where you are and where
you want to be is essential. Understanding what it will take and how to get there is a truly vital part of achieving your dreams. Utilize our comprehensive planning and wealth management services to develop a personalized road map for success. We will provide our professional experience and guidance every step of the way. Your Journey to success begins with proper planning and is achieved by following a disciplined approach designed Just For You. Comprehensive Discovery Process:
Our in-depth discovery process enables us to assess your current financial situation and develop prudent strategies to accomplish your goals. You can take comfort in knowing we will provide easy to understand explanations of our analysis, logic & recommendations. We will walk you through our step by step planning process to assist in determining an appropriate course of action for each of your financial challenges. Balancing Risk and Reward
Based on Your Personal Needs,
Objectives, Attitudes and Unique Goals. Portfolio Management & Advisory Services:
We provide customized portfolio management and a variety of advisory services to assist our clients in the management of their investment portfolios. Our disciplined investment process is customized for each client and utilized to establish guidelines for the portfolio construction process and targets for the on-going management of their portfolios. All portfolios are monitored and managed based on the client’s personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to provide the best opportunity to meet the objectives and goals of their portfolios. As a wealth advisor, I rely on my 30 plus years of experience to assist in the development of core investment strategies and recommend the use of the same principles that were awarded the Nobel Prize in Economics as a backbone to customize each client’s portfolio. We seek to maximize long term returns while minimizing short term risk through proper portfolio diversification. This diversification involves an asset allocation strategy to reduce the overall risk of the portfolio by spreading risk across and within different asset classes. Close attention is paid to asset correlations with the goal of achieving and maintaining efficient portfolios that produce high returns for an accepted level of risk. Independence & Flexibility:
Because of our independence, our clients know we have access to a full roster of non-proprietary products and a complete menu of unbiased wealth management solutions. Our independent association with Money Concepts provides direct access to one of the largest product lines in the industry. This enables us to make unbiased recommendations utilizing the highest quality investments and planning solutions available anywhere in the market place. The flexibility we enjoy facilitates our ability to customize investment strategies, provide superior service and gives access to platforms for working on a fee basis or commission basis depending on your preference. Value, Quality & Seamless Service:
We’re committed to helping you meet your own unique challenges, objectives and financial goals. We pride ourselves on providing personalized service based on our can-do attitude. Our promise is to treat you with the individual care and respect you deserve. You can always expect the highest level of professionalism with a constant eye on the details. We provide value added services like our customized Portfolio Builder & Diversification Program and a personalized Client Service Roadmap to keep us on the straightest path to success. One of our goals is to keep you up-to-date and educate you all along the way via our monthly newsletter “Money Talk” and our on-going series of wealth management strategy letters. Also be sure to ask about our customized portfolio reports to help you monitor your performance and progress. As always, we take satisfaction and extreme pride in the reputation we’ve built by providing seamless service and making recommendations we believe are in the best interest of our valued clients. I am looking forward to a long and successful relationship. Sincerely,
Jim Harris, RFC® Wealth Management President
Wealth Management & Financial Planning Services Since 1979
INDEPENDENT CONTRACTOR OF MONEY CONCEPTS INTERNATIONAL, INC. All Securities through Money Concepts Capital Corp. Member FINRA/SIPC
11440 North Jog Road, Palm Beach Gardens, FL 33418 Tel: (561) 472-2000
