OUR MISSION IS TO GET TO KNOW AND UNDERSTAND YOUR NEEDS, WANTS AND LONG TERM GOALS.
OUR MISSION IS TO GET TO KNOW AND UNDERSTAND YOUR NEEDS, WANTS AND LONG TERM GOALS.
My educational approach takes the mystery out of investing, insurance, estate preservation, and preserving wealth. Bo Harris Wealth Management has the experience to help identify which investments are most appropriate for your specific investment objectives and tolerance for risk.
Our clients benefit from access to a wide range of non-proprietary investment options, allowing for greater choice and objectivity when recommending investments.
As a financial professional, my company is committed to helping people just like you create solutions for their retirement assets. Once I understand your risk tolerance, time horizon and goals, we’ll work diligently to develop a program that carefully balances investment strategies with preserving principal.
Knowledge is power. It’s also the foundation for intelligent, well-considered decisions. When you have retirement in sight, those decisions are vital in helping you pursue your goals. Almost everyone wants to avoid a costly mistake that can alter their retirement vision.
Today’s economic environment brings challenges. But along with challenges come opportunities and potential rewards. l work closely with my clients to evaluate those opportunities and get in position to benefit from changing conditions. We enjoy helping people put their financial house on a solid foundation for the future.
Please check out all the material on our website. If something prompts a question, please send us a quick email or call my office. We look forward to speaking with you.
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223 Fannin Street
Shreveport, LA 71101
bo@boharriswm.com
dylan@boharriswm.com
Tel: 318-670-3101