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Investments, taxes, insurance, retirement, estate planning – the list of financial concerns and considerations facing you today is seemingly endless. Unfortunately, there are no easy answers. To help take advantage of the options available, today’s investor needs insight as to which investment products are most appropriate for each situation. A relationship with a trusted, investment professional who has a clear understanding of their individual needs can prove to be an invaluable partner.

The professionals at HFG pride themselves on building long-term relationships with their clients, developing financial plans with their specific goals and expectations in mind. By taking the time to understand each of our clients’ specific needs, we can more effectively provide a long term, financial plan with a goal of helping enhance retirement income while reducing the risks involved.

We are committed to putting quality service and objective advice first, offering our clients a variety of financial estate, college and retirement planning services including Managed Asset Plans through LPL Financial, Investment Portfolio Analysis, Portfolio Review, Insurance Services and many more.

 
Perhaps the greatest fear for most people when selecting a financial consultant is whether or not they will be forced into a “one size fits all” style of investing that is designed for the masses, rather than one developed exclusively for their individual financial goals. Personalization is a key aspect in crafting a successful wealth
management strategy, taking into account your specific lifestyle and how changes in the market will affect your financial future. The staff at Harrison Financial Group, Inc. (HFG) takes great pride in being able to offer personalized service to their clients – building successful relationships through years of experience and a high level of individual attention.

We feel the greatest financial freedom comes from creating a workable plan that you can adhere to, while being flexible enough to adapt to changes in your lifestyle. Our experienced staff monitors economic events and determines how they will affect your financial position now, and in the future – continually guiding you to areas that will be most beneficial. This approach to financial management can help you reduce your exposure to taxes, meet your insurance needs and provide a plan to successfully transfer your wealth to your children and grandchildren.
 
 
LPL Financial currently has more than 12,000 advisors available to support your needs. For over 12 years, LPL has been recognized throughout the industry as America’s largest independent brokerage firm based upon revenue (Financial Planning Magazine, 1996 - 2009), whose rise to prominence has been driven by a commitment to independence, excellence and the simple premise of working toward your financial goals.
 
 
     
 
Harrison Financial Group, Inc.spacer|spacer2094 South Alex Road, Dayton, OH 45449spacer|spacer937-866-0197spacer| 800-575-0855spacer|spacerFax: 937-866-0215
 
©Copyright 2010 Harrison Financial Group, Inc. All rights reserved. Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

Not NCUA Insured
No Credit Union Guarantee
May Lose Value

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.
Our professionals are available for consultation (by appointment) at the following financial institutions: