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Welcome to
Harris Wealth
Preservation

     Where we're all about giving you peace of mind through zero-risk financial strategies. Whether you're close to retirement or just starting to build your nest egg, we have the perfect plan for you.

Secure Your Future, "Zero-Risk".

Call 1 (833) TODD-NOW!

        (1-833-863-3669)

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Financial Educational Workshop™

     At Harris Wealth Preservation, we're a next-gen asset management firm. We specialize in innovative, long-term, "zero-risk" wealth strategies for qualified clients. We'll review four tailored strategies, each assessed by these key questions:

  1. Who is this strategy for?

  2. Why choose this strategy?

  3. Is it the right fit for you?

     We only work with clients when our strategies align perfectly with their needs.

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Our Services

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     Our services are designed with your financial well-being in mind. We offer Retirement Income services, allowing you to turn part of your nest egg into a lifetime income. Not only will you enjoy your golden years, but you'll do so with financial peace of mind. Then there's our Wealth Preservation service, built on 100% saving strategies that prioritize zero loss and moderate growth. We are not in the business of risking your money; we're in the business of growing it—securely.

  • Strategy #1 Income For Life
    Who would want this strategy? Anyone concerned about outliving their money Why would they want it? Why is it right for you?
  • Strategy #2 Fixed Index Annuity (Zero Is Our Hero!)
    Who would want this strategy? Anyone looking for moderate growth with "zero-risk" to their profile; people who cannot stomach the idea of losing money Why would they want it? Why is it right for you?
  • Strategy #3 Multi-Year Guaranteed Annuity
    Who would want this strategy? Anyone looking for a guaranteed return for a fixed time period Why would they want it? Why is it right for you?
  • Strategy #4 Asset-Based Long Term Care
    Who would want this strategy? Any eligible senior concerned with the likelihood of needing care one day; two out of three people will need some form of long term care Why would they want it? Why is it right for you?
  • Time Limitations of Strategy #4
    This strategy offers a penalty-free six-month window for withdrawals. After that, heavy penalties apply until the five-year mark, when they're lifted. We aim to give clients full control over their portfolios, avoiding complications from third parties like lawyers. Without advance planning, others who may not share your interests could control your assets. Don't let unexpected events: 1) Deplete your life's earnings 2) Leave your spouse financially insecure 3) Derail your retirement plans Planning is crucial. Failure to plan can cost you—10% of your money could vanish and your wishes ignored if you die without a funded trust. Act now. Your wishes mean nothing without a plan. “Wishes are like dishes; unless care is taken, they are easily broken.” *Products vary; consult your presenter for specifics.
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Chapter 3

The Rise of the

"DIY Pension Plan"


  "People often buy too much risk when investing in the equity markets because of the belief that past performance indicates future possibilities.

 

  However, if we take a close look at the realities of the past, more often than not you will see that the markets didn't cooperate with every retiree's needs. For your retirement to be truly secured, the market must cooperate 100% of the time. But it never has and never will."

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Read more by downloading your FREE

copy of "Retire Now"

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