Financial Management

Leap offers a unique model for managing personal finance that calculates every move and keeps clients connected with their financial professional every step of the way. Discover why Every Move Matters with Leap.


Paul HarrisWelcome to Paul Harris Financial

We help clients to be clear and excited about their personal future, thus enabling them to make strategic decisions with their finances that are crucial to their future well-being and peace of mind.

The platform we use is Leap.  What is Leap?

A unique model blending science and visual simplification with a philosophy of protection-savings-growth helping you to achieve your financial potential.

Making the right moves at the right time requires being able to see how money works under a variety of circumstances. Leap empowers financial professionals to help individuals, families and businesses simplify financial life through this discovery and design process.

Simply put, we are here to help.


What If...

You can't predict where your financial plan will be years from now. But you can plan for the unknown by creating a strategy to deal with them. We can help you balance your insurance policies, insurance accounts, retirement, investments, income and any loans you may have. And, it helps you balance your financial plan.

Isn't it time for sane, sound, simple financial decision making?

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Our Products and Services

 

Strategy

At Our Firm, our clients are introduced to the Lifetime Economic Acceleration Process™, LEAP®, which…

 

Process

We will meet to discuss the Lifetime Economic Acceleration Process™. We will describe the…

 

Resources

My industry affiliations allow me to offer clients industry-leading products, backed by some of the…


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