J. Harris Financial

J. Harris Financial We specialize in helping retirees and those transitioning into retirement reduce tax burdens and inc What are their goals and objectives?

Having spent most of his career operating his own homebuilding firm, Jewels Harris understands the need to have a detailed plan. Constructing a home from the ground up requires a set of blueprints before you move any dirt or hammer the first nail. Likewise, people should have a detailed, long-term financial plan before they invest their money. That’s what Jewels Harris Financial does with all of i

ts clients. Like he did when building custom homes, Jewels begins the process by asking questions and finding out exactly what clients want. What short-term and long-term needs do they have? Then he develops a plan that takes into account his clients needs in these areas:

Retirement income
Estate planning
Insurance
Social Security
Risk tolerance

His past and present experience helps Jewels relate closely to his clients. As a single father of five, Jewels can appreciate the dynamics of estate planning and succession planning. Having been a business owner his entire professional life, Jewels understands the financial needs of entrepreneurs and small businesses. This experience also helped him understand the value of having a trusted professional to advise him on asset planning, tax planning, retirement planning and income planning.

11/13/2023

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10/17/2023

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10/09/2023

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Preserve Your Wealth Radio Show 09/09/23

09/11/2023

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09/08/2023

Here is a sneak peek at our new J Harris Financial commercial! We would like to take this time to thank Sam Keel for his great work and professionalism. We would recommend him and his company SK Films to anyone looking for photo/video services.
https://www.facebook.com/SamKeelProductions/

08/31/2023

Preserve Your Wealth Radio Show 08/26/23

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Preserve Your Wealth Radio Show 08/19/23

08/16/2023

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07/25/2023

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Address

1305 Ashleybrook Lane
Winston-Salem, NC
27103

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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