Helping you achieve your financial and life goals is our priority.  

Our purpose and priority at R. Kent Harris & Associates, LTD is to help you achieve your goals and life ambitions. We utilize a variety of techniques to help you find growth opportunities while preserving capital and reducing taxes. Utilizing targeted investment techniques allows us to assist you in implementing individual and business strategies specifically designed to help achieve targeted objectives. These include:

  • Wealth Accumulation Techniques
  • Estate Planning and Wealth Transfer Strategies
  • Retirement Planning Strategies
  • Educational Funding Strategies
  • Employee Health and Life Plans
  • Profit Sharing, Pension and 401(k) Plans
  • Business Valuation and Succession Strategies

As an independent registered representative and insurance broker, Roger Harris is not limited on his investment and insurance choices. He has the ability to provide you with a broad array of options to meet your objectives and risk tolerance, including sophisticated institutional money managers and a comprehensive network of over 100 insurance companies for life, health, disability and group insurance benefits.

Learn about our Planning Process