Giving Life to Your Finances®
How We Help
Step One
Evaluate
We determine where you are now, your values and the specific objectives you want to accomplish, so we can help you experience what matters most.
Step Two
Strategize
We customize and personalize your strategy. Making certain your finances match your values and objectives.
Step Three
Implement
Most importantly, we implement your strategy and keep it current. We're here to guide our clients' financial journeys.
Who We Are
Harrison is a Registered Investment Advisor and Certified Public Accountant with 3 decades of experience in public and private accounting. Ask Harrison about…living with his family in Spain, raising boy/girl twins, and traveling with pets.
In 2007, Harrison formed Harrison Lazarus Advisors to provide comprehensive financial strategies based on academic research and financial science to a select group of families. Acting as your personal CFO, our advisors collaborate with best-in-class experts (including estate, insurance, investment, and tax) to implement strategies that address even the most complex situations.
What's Important
Organization
We will help bring order to your financial life, by assisting you in getting your financial house in order.
Accountability
We will help you follow through on financial commitments, by working with you to prioritize your goals, show you the steps, and regularly review your progress.
Objectivity
We bring insights from the outside to help you avoid emotionally driven decisions in important money matters.
Proactivity
We work with you to anticipate your life transitions and to be financially prepared for them.
Education
We explore what specific knowledge will be needed to succeed in your situation, by understanding your situation and providing necessary resources.
Partnership
We will help you achieve the best possible, and will work in concert with you, not just for you, to make this possible.
What We Know
10 Reasons Someone Actually Seeks Out (Financial) Advice
1) To Reduce Complexity. While there’s a virtually never-ending availability of information on the internet, having the information doesn’t mean consumers know what to do with it
