S. Harris Financial Group
At S. Harris Financial Group, our team takes a holistic approach to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. We have a personal call to action; we have lived and breathed our own advice. We have experienced life’s great joys: marriage, childbirth, education, and retirement, but we have also experienced life’s most difficult times: a near-death accident, illness, disabilities, death, and divorce; fortunately, we were prepared. With these experiences we are passionate and understand the importance of being prepared for all of life’s events.
Our Principles
Our team brings an unusual blend of experiences and skills to the table. In addition, our approach to wealth management encompasses all aspects of your financial life (investments, retirement, taxes, insurance, and estate planning) through our expertise and by coordinating the efforts and leveraging the expertise of other professionals (CPAs, attorneys, insurance specialists and care specialists) working together on your behalf. Our process, experience and dedication to transparency helps clients create an integrated picture and truly COMPREHEND their own wealth management, thereby becoming a partner in the financial planning experience with S. Harris Financial Group.
Planning
Expertise: Financial Planning; Investment Management; Cash Flow and Debt Management; Retirement, Education, Estate and Tax Planning; Small Business Solutions; Liability and Risk Assessment; Planning for Aging Parents and Disabled Children; Charitable Giving; Divorce Financial Analysis; Independent Women; Small Business Transition; Insurance Analysis (Life, Disability, Long-term Care, Homeowners/Auto, Umbrella)
Investment
The financial planning and investment experience of S. Harris Financial Group, an independent Registered Investment Advisor (RIA), is noted for its distinguished service and deep understanding of each and every client.
MISSION
Our mission is to help individuals and families define and build legacies by aligning financial assets with family goals and values. In doing so, we prepare our clients for expected and unexpected events in life. This will be accomplished by creating incomparable service, solutions, and support that will change client and business partners’ expectations and create undying loyalty from clients and businesses; and employ people that love doing it.
Create an incomparable legacy of helping clients and serving others.
VISION
At S. Harris Financial Group, we feel we are responsible to continually improve the world in which we live – business, spiritual, environmental, social, economic – creating a better tomorrow. Our vision is for S. Harris Financial Group to deliver incomparable service and solutions to build value and improve the lives of clients while bettering our employees and serving those in need. In doing so, S. Harris Financial Group will be the premier provider of comprehensive wealth management services, which provides unequaled value and service with a reputation for impeccable integrity.
Create a better tomorrow.
VALUES
- Values-based actions and decisions
- Trust and Integrity
- Fiduciary Role – our planners are held to a higher standard of fiduciary responsibility
- Status quo is never acceptable, constantly challenging and finding new ways to service our clients and grow together
- Do our very best every day and hold ourselves accountable
- Hard work is rewarded
- Teamwork is required
- Service to others
- Family culture, where everyone is welcome and feels appreciated
- Fun!
TEAM
Stephanie Harris, CFP®, CDFA™. Managing Officer
Scott Harris, CIMA®, Chief Compliance Officer
Mitchell Byrum, CFP®
Cole McCool, CFP®
Sam Haager, Financial Planning Associate
Daniel King, Financial Planning Associate
Kyleigh Peters, Office Manager
Address: 4456 Lockhill Selma Road, Suite 101, San Antonio, Texas 78249, USA
Phone: +1 210 547 3450
FAX: +1 210 547 3451
