William (B.J.) Harris welcomes you to Harris Financial Group, a full-service company specializing in retirement and estate planning.

As personal financial professionals, we can:

* Help you clarify and define your goals

* Recommend solutions that fit your needs

* Deliver timely information

* Monitor you financial progress

* Make investment planning easier                          

Feel free to browse our site. You'll find a variety of articles, calculators, and research reports that we hope will answer you questions or stimulate your interest.

Health and other non-variable insurance products and estate planning are not offered through WSFG. Information provided should not be construed as legal or tax advice; you should speak with an attorney or tax advisor. For financial calculators please visit: http://apps.finra.org/investor_Information/Tools/Calculators/calc_disclaimer.asp (if you can not access this link, please copy and paste into your browser). WSFG did not assist in the preparation of this material, and while it is believed to be from a reliable source, its accuracy and completeness are not guaranteed. Opinions expressed are those of the author and are not necessarily those of WSFG. The material has been prepared or is distributed solely for informational purposes and is not a solicitation or an offer to buy any security or instrument or to participate in any trading strategy. WSFG is not responsible for information contained in websites or literature referenced herein. WSFG, Harris Financial Group, and companies with websites listed herein are separate entities, individually owned and operated.

Savings Goals
How much do you need to save each year to meet your long-term financial goals?

Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.

Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation
Estimate the future value of your current savings.

More Calculators>>>

Estate Conservation You Can Trust
Trusts are popular estate conservation tools that can help facilitate the smooth transfer of estate assets and maintain the family’s privacy.

Avoid the Timing Trap
Market timing is a risky approach that could have a significant effect on a portfolio’s long-term performance.

Higher Education Pays, But So Will You
It’s likely that admission to the nation’s top colleges and universities will remain competitive, but adequate college savings can help ensure that a student’s opportunity to attend his or her school of choice is not compromised by the lack of resources.

A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.

More Newsletters>>>