The Harrison Group is an independent financial services organization that focuses on delivering a personal and comprehensive approach to structuring and managing insurance and financial plans for businesses and successful people.
Our objective is to bring simplicity and clarity to the complicated landscape of planning strategies, tax issues, and product choices. We realize that the choices we help our clients make can affect their lives profoundly and we take that responsibility very seriously. We are resolute in our mission to deliver on the promises we make.
It is a source of great pride that, for over 40 years, our greatest source of new business has consistently been referrals from existing clients and advisors.
Among the services we provide are:
- Estate Planning
- Retirement Planning
- Investments & Financial Planning
- Insurance Planning and Management
- Business Planning
- Employee Benefit Programs
Our areas of specialization include:
- Life Insurance Restructuring
- Wealth Transfer Strategies
- Employee Benefits
- Qualified and Non-Qualified Retirement Plans
- Executive Benefit Programs
- Business Succession Planning
- Investment and Financial Planning
- Philanthropic Planning