Hi, I am Steve Harris, the founder and principal of Harris Retirement Advisors, a retirement planning firm in Johns Creek, GA. I believe that everyone has their own unique vision of what retirement looks like for them but many are not sure how to plan for it. My goal is helping individuals and couples during the critical few years before and after they transition from work to retirement develop safe money strategies to achieve that vision as stress-free and as worry-free as possible.

 

Most of the people I work with have been encouraged to save for retirement but they are not sure how to distribute their wealth and enjoy their lifestyle upon retirement. 

Some have built substantial retirement nest eggs and they want to preserve, protect and distribute those assets as safely and as tax efficient as possible. Others want help stretching the assets they have to last them through retirement. I help folks identify their needs, wants, and wishes, and then design income streams to support them in the most efficient and protected way possible.

 

I grew up in Atlanta, Georgia and worked my way through college at Georgia State University working in the mailroom of the US Home office of an international life insurance company. By graduation, I was managing all the Office Services functions before joining a new department called Investment Products. 

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This unit was created to build insured retirement products for the 76 million baby boomers who would be retiring. From there, I assumed roles of increasing responsibility over the next 30 years building retirement products, developing suitability standards for their ethical sale and distribution, and training thousands of advisors on how to fill an income gap with Social Security and retirement products like immediate and deferred annuities. That kid from the mailroom rose to VP level positions at 3 top rated insurance companies and participated in the evolution of a retirement tool for an entire generation and for generations to come.

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What I learned over the past three decades was that people near or into retirement have the same concerns as retirees in the 1990s: inflation, taxes, market risk and running out of money. I also learned that there are valuable tools that can solve each of those concerns.

After years teaching others how to help boomers prepare for retirement, I founded Harris Retirement Advisors to work directly with clients to help them enjoy safety, security, and peace of mind in retirement. I am not a salesman, I am an educator.

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I also understand that financial processes and products can be complicated and discussing money can be intimidating and personal – many times keeping people from improving their retirement and financial choices. I conduct educational workshops, online webinars, write blogs and record videos to break down some of those barriers, build awareness and help you toward your best retirement.

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My commitment to my clients follows the same rules that I pledged as an Eagle Scout long ago. I will work with you to understand your unique needs, wants, and wishes; then develop options for your goals and thoroughly discuss how each alternative can best meet your needs.  

My goal is NOT to become your financial investment advisor; I specialize in the money you do not want at risk – your Safe Money. My goal is to help you implement safe money strategies to reduce your market risk and create an income stream that will last the rest of your life.

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• Are you between 55 and 72 and have these concerns:

• Will I run out of money?

• What steps can I take to protect against inflation?

• What options are there to minimize market risk to my retirement accounts?

• Will I be able to maintain my life-style in retirement?

• How will I pay for health care or nursing home care?

 

If you have these concerns, you might need a guide. 

Many of my clients already have a financial advisor, and some of my clients are do it yourself investors. When it comes to safely preserving assets to make them last lifetime in retirement, I am their safe money specialist. And I can be yours too. 

Click below to schedule a free no-obligation complimentary consultation with me to discuss your unique needs, wants and wishes in retirement and if there are safe money solutions to solve them.  

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Click HERE or the Start My Retirement Journey to set an initial phone call or Zoom meeting.