Harris - Investments and Retirement Planning

Investments and Retirement Planning

Welcome to Investments and Retirement Planning

	-	I have less time to spend on my investments
	-	I need to simplify my financial life
	-	I want a plan to secure my future
	-	I now have more money than I feel comfortable managing myself
	-	I want help managing my investments

Harris understands that life sometimes gets in the way of managing your investments. Whether you don’t have the time due to job and other commitments, need to simplify your financial situation or you want someone else to handle your complex investment issues – we have a solution for you.

To learn more about our capabilities, click on a solution below:

	•	Our advisory approach
	•	The advisory programs we offer
	•	The brokerage accounts and products that are available

Find out if this solution is right for you.

To learn about the advantages of working with an advisor, call 1-877-225-3863.

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Harris^® is a trade name used by Harris N.A. and its affiliates. Member FDIC.

Third party web sites may have privacy and security policies different from Harris. Links to other web sites do not imply the endorsement or approval of such web sites. Please review the privacy and security policies of web sites reached through links from Harris web sites.

Brokerage products offered through Harris Investor Services, Inc. registered broker/dealer, member FINRA/SIPC , SEC-registered investment adviser. Insurance and annuities offered through Harris Bancorp Insurance Services, Inc. Harris Investor Services, Inc. and Harris Bancorp Insurance Services, Inc. are affiliates of Harris N.A. and its banking subsidiaries. Products offered are: NOT A DEPOSIT - NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY ANY BANK - MAY LOSE VALUE.

United States Department of Treasury Regulation Circular 230 requires that we notify you that, with respect to any statements regarding tax matters made herein, including any attachments, (1) nothing herein was intended or written to be used, and cannot be used by you, to avoid tax penalties; and (2) nothing contained herein was intended or written to be used, and cannot be used, or referred to in any marketing or promotional materials. Further, to the extent any tax statement or tax advice is made herein, Harris N.A. does not and will not impose any limitation on disclosure of the tax treatment or tax structure of any transactions to which such tax statement or tax advice relates. Harris N.A.does not provide legal advice to clients. You should review your particular circumstances with your independent legal and tax advisors.