We believe that adopting a holistic planning approach, focusing first upon your life goals and
aspirations, may improve the chances of achieving the future that you envision.
Advice for Life is a process – a journey, really – that you and our team will undertake together. By
helping you articulate your aspirations, we are better able to understand where you want to be
and develop a road map to help you get there. Whatever your hopes are for the future, the only
way to achieve the vision of how you’ll spend the years ahead is to commit to a plan that can take
you there... Read more about our company...
It’s a topsy-turvy world. In the United States, during the last quarter of 2014, about seven million (13 percent) of all mortgaged residential properties were underwater, meaning the mortgage loan amount was at least 25 percent higher than the estimated market value of the property, according to RealtyTrac.com....
The financial crisis of 2008 seems like such a long time ago. During the crisis, we saw the collapse of Lehman Brothers, bank bailouts and forced mergers, massive federal stimulus, and extraordinary Federal Reserve (Fed) policy....
No credit union listed below is affiliated with Harrison Financial Group or LPL Financial. Credit union names below and Harrison Financial Group
are not registered broker dealers. Financial planning is offered through LPL Financial, a registered investment advisor.
Our professionals are available for consultation (by appointment) at the following financial institutions: