Stephen L. Harris, a Chartered Financial Consultant and a licensed life, health and disability agent. He is an Investment Adviser Representative with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC, member SIPC, is a full service broker/dealer and Registered Investment Adviser, providing financial planning, investment advice and brokerage services. Founded in 1980, Stephen L. Harris, CLU & Associates directs their focus in providing insurance and related employee benefit plans to small businesses, and Financial Planning Services to individuals and their families.
Newsletters
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Grocery Games: Strategies to Help Stretch Your Food Budget
Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.
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Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
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Variable Annuities: Strategies to Help Counter Retirement Risks
Unlike retirement accounts, there are no federal contribution limits for variable annuities, and the investment gains won’t be taxed until they are withdrawn.
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What Is Asset-Based LTCI?
Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.