Ready to go on a planning spree?

The day will soon come (or maybe it already has) when you have access to your hard-earned Employee Stock Ownership Plan shares. Congratulations! While you might be tempted to go on a spending spree, we recommend a planning spree. That way, you can keep more of your money and make it work for you and your family. And make it work for you and your family. It all starts with an honest conversation with a Harmon Smith advisor and some straight talk about these solutions:

Financial Planning

When you plan with us, you’ll have an experienced advisor leading a dedicated team with a diverse range of financial expertise.

Risk Management Solutions

When your financial plan has wealth protection and risk management built in, you and your loved ones can worry less and live more.

Retirement Planning

No matter what you see yourself doing, the places you picture yourself exploring, or when you want to start doing them, we’ll create the right plan to help you retire the way you want.

Wealth Management

A personalized wealth management strategy is necessary to sustain and grow your long-term wealth, meet your financial goals and align your comfort with market risks along the way.

Estate Planning

Having a plan for your estate—your home, your wealth, your possessions—means you can leave the legacy you want, whether that’s to help your family, a charitable cause, or an institution.

PLAN WITH PURPOSE.
LIVE WITH CONFIDENCE.

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