JK Harris Advisors

The Process

Consultants for JK Harris & Company, LLC serve as Solicitors for JK Harris Advisors, LLC and help prospective clients determine the need for financial planning. Only Financial Planners who are Registered Investment Advisor Representatives provide advice. Most Tax and Financial Plans and Income Tax Planning Reports are prepared for a fixed fee of $900 or $1,500 but more complex plans cost between $2,400 and $7,500.

The Financial Planners review the client's goals and objectives, analyze the personal and financial data provided, and prepare a Tax and Financial Plan or Income Tax Planning Report with specific recommendations on how clients can reach their goals. Clients also receive up to five hours of additional financial advice at no additional cost during the six-month term of their Financial Planning Agreement.
The Comprehensive Tax and Financial Plan is presented in hardcover with color coded, tabbed sections. Varying according to each client's objectives, it may include:

goals and objectives
analyses of assets
liabilities and net worth
investment planning
cash flow and budget analysis
income tax planning (how to reduce taxes)
education planning
retirement planning
insurance planning
business planning
estate planning

The modular Income Tax Planning Report offers recommendations on the most cost effective ways to resolve a tax problem and/or improve a client's tax situation.

Clients are urged to implement recommendations in their plans by using their choice of professionals, such as attorneys, CPAs, stockbrokers, investment managers, and/or insurance agents. Other JK Harris affiliates offer tax representation, debt resolution, accounting, tax preparation, and business valuations but clients are under no obligation whatsoever to contract for these services.