Additional information

Overview:

Justin Harris AAMS Financial Advisor Socially Responsible Investing

Risk Management
~   Retirement Planning
~   Portfolio Management
~   '529' College Savings Plans
~   SEP IRAs and SIMPLE IRAs

I am a Registered Representative and Investment Advisor Representative of KMS Financial Services, Inc., a member FINRA/SIPC and an SEC registered RIA. I currently manage over $35 million in assets. I am also a Washington State Certified Mental Health Counselor.   In addition to offering fee-based advisory services to the residents of WA, I am registered for securities business with residents of: CA, CO, IA, ID, MA, MD, ND, NM, MN, NY, OR, PA, SC, TX, & WA. Access to this site is limited to individuals residing in states in which I am licensed to offer securities and services.


My Business Philosophy & Commitment
I believe that before we can enjoy financial health, we need to clearly define our expectations and boundaries. What will financial wealth provide in our lives? More important, what do we desire that material wealth can't provide? Articulating our values will lay the groundwork for a realistic and sustainable socially responsible financial plan defined by risk management, savings, & long-term growth. The result? We're then able to better focus on what truly nourishes us and our friends, family and community.

My commitment is to help you
Organize your assets and finances
Clarify your financial values and goals
Determine your true tolerance to market volatility
Implement appropriate strategies while managing risk
Be financially responsive to life's transitions

My clients enjoy
Creation of a plan emphasizing risk management, savings, and long-term growth
Systematic monitoring of their investment portfolio
Periodic plan revisions that reflect changes in their priorities and risk tolerance

My expectations from clients
A desire to create a plan for the accumulation and distribution of their wealth
A willingness to express their values through Socially Responsible Investing
The discipline to persevere with their plan through market volatility

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