MONEY CONCEPTS WEALTH MANAGEMENT AND FINANCIAL PLANNING
Jim Harris, MRFC®
Private Wealth Manager & Georgia Regional Director
THE STRAIGHTEST PATH TO 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 We start with a comprehensive discovery meeting to understand your unique challenges and financial goals. Our in-depth discovery process enables us to assess your current financial situation and develop prudent strategies to accomplish your goals. Take comfort in knowing we provide easy to understand explanations of our analysis, logic and recommendations. We walk you through our step by step planning process as we address each of your financial challenges to determine your appropriate course of action. Start your journey on the straightest path to success and begin to maximize your financial freedom today. Let us empower you with a customized plan, built with the flexibility you want and need. Now is the time to propel your financial security to a higher level and make your vision of financial success, a reality. We welcome your questions and the opportunity to learn about your vision of financial success. Contact us today to schedule an initial discovery meeting. We are committed to a long and successful relationship. Successfully yours, Jim Harris, MRFC®
CUSTOM SOLUTIONS FOR YOUR UNIQUE CHALLENGES AND
We provide customized portfolio management and a variety of advisory services to assist you in the management of your investment portfolios. Our disciplined selection and investment process is customized for each client. We establish risk-based guidelines for portfolio construction and targets for the on-going management of your custom portfolios. All portfolios are monitored and managed based on your personal risk tolerance, time horizons, liquidity, income needs and other relevant factors to provide the best opportunity to meet your objectives and financial goals.
OUR COMPREHENSIVE APPROACH
Our comprehensive approach to financial planning and wealth management services incorporates a number of the financial doctrines. You can take comfort in knowing that we can work directly with your other advisors, accountants, bankers, agents, and attorneys to make sure all recommendations are in your best interest. Consider the value of having a personal wealth coach and mentor analyzing the big picture, coordinating recommendations and your solutions all along the way.
QUALITY AND SEAMLESS SERVICE
We pride ourselves on providing the very best advice and personalized service that is second to none. We go the extra mile to get it right the first time and you can always count on our “can-do” attitude to make it right. Our promise is to always treat you with the individual care and respect you deserve. We pledge to maintain the highest level of professionalism and integrity in everything we do. We place great value on our client relationships. Our purpose is to be at your service when you need us most.
We aspire to add significant value through our commitment to excellence and are dedicated to upholding the highest standards of professionalism. Our mandate is to provide recommendations that are in the best interest of our clients with the goal of delivering service that exceeds expectations. We strive to work as hard for you, as you do for your family and loved ones. You can feel confident knowing that we are performance driven and helping you to achieve a higher level of financial success is at the core of everything we do. One of our goals is to keep you up-to-date and informed all along the way on the best opportunities in the market place. We focus on helping you navigate the markets to realize better financial outcomes. We are passionate about achieving your desired results and making your vision of success a reality.
EXPERIENCE, KNOWLEDGE AND WISDOM
I have over 30 years of experience delivering truly comprehensive wealth management and providing customized financial planning services to individuals, families and businesses. Over the years, I have gained more than just experience. I have increased my knowledge and have expanded my wisdom at navigating the financial markets and guiding clients through their unique challenges. I have been selected and honored as a five star wealth manager in the Atlanta area for outstanding service and client satisfaction each year since 2011. I have also earned numerous Money Concepts awards and accolades each year since 2008 for outstanding achievement. As a client, you will receive custom recommendations and personalized service with direct access to me. You can feel confident knowing my staff and I are truly dedicated to earning your continued trust every day. Our mission is to provide prudent advice and help you achieve financial success every step of the way. You will experience a commitment to performance and a culture of professionalism. Your personal vision of financial success is our goal.
MY PROFESSIONAL MISSION
*Build wealth and financial security for my clients through successful long term relationships
* Manage my practice as an elite wealth management and financial planning firm focused on providing the highest quality of service to individuals, families and businesses in all areas of wealth management
* Employ a holistic discovery process combined with an advanced consulting approach to uncover and concentrate on the unique challenges and financial goals of my clients
* Utilize my experience and knowledge to offer innovative planning solutions that are backed by sound financial principles
* Prudently pursue the best financial strategies and investment opportunities for my clients
* Provide custom recommendations and construct portfolio solutions that are designed to accomplish my client’s financial goals
* Strategically apply my professional knowledge, skills, and discipline to help my clients achieve their investment performance objectives
* Generate significant value by helping clients improve their financial security and achieve their investment goals
* Deliver superior service with maximum satisfaction by tailoring each client’s personal service to create an experience that exceeds their expectations
* Benefit from all of the proven processes, systems and tools that have the greatest impact on fulfilling the needs of my clients
* Continue to expand core competencies and professional knowledge to ensure current and long term financial success for my clients
* Develop and maintain mutually beneficial alliances with other financial professionals which will provide value to my clients
* Uphold the highest standards of integrity, commitment, fairness, credibility, and trustworthiness in all aspects of my practice
Jim Harris is a Master Registered Financial Consultant with extensive experience assisting individuals, families and businesses achieve their vision of financial success. For over 30 years he has provided custom solutions for his client’s unique challenges and financial goals. As a private wealth manager, he helps clients minimize risk and increase their returns in terms of saving, investing and managing money. Jim's professional career began in the spring of 1984 in Ft. Lauderdale, FL as a registered representative with Charles Schwab and Company. He spent two years servicing independent investors and gaining valuable experience before joining JW Charles Securities as a financial consultant. In 1988, Jim opened an independent financial planning practice in Pompano Beach, FL to focus on comprehensive financial planning. He expanded his client base by conducting financial planning seminars and co-hosting a local radio program on investing. In October of 1991, Jim joined Nationwide Financial Services where he held various positions including Financial Advisor, Regional Marketing Director and Director of Wholesaling. As a Regional Marketing Director and a Director of Wholesaling his responsibilities included training financial professionals on a variety of investment products, including advisory services. Jim joined Lincoln Financial Distributors in 2001 as a Regional Vice President to market investment products, life insurance, annuities, long term care and retirement plans to independent financial advisors. Since joining Money Concepts in February 2004 his passion as a private wealth manager has been educating and guiding clients to reach their financial goals while also providing coaching and mentorship to financial advisors throughout Georgia as Money Concepts’ Regional Director. Jim's practice focuses on holistic financial planning and comprehensive wealth management services to provide sound financial solutions and customized portfolios because no two clients have exactly the same challenges, needs and vision of financial success.
MY PERSONAL INVITATION
I invite you to learn more about what we do for our clients and how we make a positive impact on their financial lives.
Schedule an initial discovery meeting with me and meet our staff of dedicated professionals.
FAIRNESS | INTEGRITY | COMMITMENT | CREDIBILITY | OPPORTUNITY | ENTERPRISE