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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Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
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Will vs. Trust: Know the Difference
Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
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Give and Receive with a Charitable Remainder Trust
Discover how to give a substantial gift to a favorite charity while receiving a flow of income during your lifetime.
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Crisis Relief: Financial Lifelines for Affected Workers
Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.