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Business Planning Solutions

Our team at Harris Private Wealth is committed to each of our business clients. We work with business owners to help attract and retain valuable employees and create custom solutions for top level executives.

Additionally, we work with business owners to help them understand what the potential value of their business means to their retirement. By building financial models that incorporate sales of the business at various prices, we bring clarity to our clients with regards to how much their business needs to sell for in order to provide the retirement they’ve envisioned for themselves and their family.

We offer the following line of products and services for individuals and businesses with a dedicated service team:

Executive Level Planning

  • Owner/ Executive specific bonus plans
  • Supplemental Benefit Packages
  • Key-Person Insurance

Business Continuation Planning

  • Buy/ Sell Planning and Funding
  • Corporate Sinking Funds

Group Benefits

  • Life, Health, Short Term Disability Insurance
  • Salary Continuation Plan
  • Long Term Care insurance

Company Retirement Plans

  • 401(k), Sep, SIMPLE IRA, 403(b)
  • Non-Qualified Deferred Compensation
  • On Site Employee Workshops

Financial Planning For Key Executives

  • Fee Based Financial Planning
  • Wealth Management

The Client Service You Deserve

  • Access to all team members via phone or email
  • On site meetings
  • Routine follow up for all areas of service