Frequently Asked Questions

Who would benefit from a meeting with Steve?

Anyone looking for an unbiased evaluation of their current financial situation to ensure they are in the best possible position.
Anyone with an IRA, 401k, TSA, annuity or any other investment that would like to fully understand what they own and how it works, and to help determine if it’s the best thing for them.
Anyone with questions about safety and protected income in retirement.

No. Steve Harris founded Harris Retirement Advisors because he believes that everyone is unique, and no single investment or company is right for everyone. Steve is not tied to any one company so he can help clients get the most value for their retirement dollar.

Many of the people we meet already have a financial advisor to help manage their money, manage their own money or a combination of both. Steve’s focus is on safe money strategies, not replacing your current advisor. This meeting is about getting a second opinion to determine if your retirement income plan meets you needs, wants, and wishes.

You may schedule a time to visit by phone, in person, or via Zoom call by clicking here.

Steve will ask about your needs wants and wishes in retirement and your current plans to address them.
Steve will answer and address any questions you may have.

There is absolutely no charge or obligation.
Our first visit is designed to answer your questions, give you ample information to decide if we can help you, and that’s it. You decide if you want to meet again, and there is NEVER A FEE for my time!

Your needs, wants and wishes and any information relating to your concerns.
Any questions you may want to write down for discussion.
Many advisors request your latest financial statements at a first meeting such as: mutual funds; CDs; life insurance policies, annuity policies, retirement accounts and trusts, etc. While these are certainly helpful and might be needed later, I don’t believe I have earned that right to your privacy before knowing if I can help you. You would want to review your statements prior to our visit so you can provide a ballpark view of your assets.

Registered Investment advisors that charge a fee for their services have a legal obligation to do what’s best for their clients. Steve does what’s in his client’s best interest because it’s the right thing to do and never charges a fee.
Steve’s commitment to his clients follows the same rules that he pledged as an Eagle Scout long ago. He will work with you to understand your unique situation, develop options that are suitable for your goals and thoroughly discuss how each alternative can best meet your needs.
His goal is NOT to become your financial investment advisor: his goal is to help you implement a safe money strategy to reduce your market risk and create an income stream that will last the rest of your life.

Registered Investment advisors that charge a fee for their services have a legal obligation to do what’s best for their clients. Steve does what’s in his client’s best interest because it’s the right thing to do and never charges a fee.
Steve’s commitment to his clients follows the same rules that he pledged as an Eagle Scout long ago. He will work with you to understand your unique situation, develop options that are suitable for your goals and thoroughly discuss how each alternative can best meet your needs.
His goal is NOT to become your financial investment advisor: his goal is to help you implement a safe money strategy to reduce your market risk and create an income stream that will last the rest of your life.

Steve will visit with you on the phone, in-person or online by appointment.
We are normally available Monday-Friday 9:00 am – 5:00 pm.
Many clients are pre-retirees. After-hours and weekend appointments are also available to fit your schedule.