Harrison Lazarus Advisors, Inc. Email Format
Financial ServicesCalifornia, United States0-1 Employees
As a boutique financial counseling firm, Harrison Lazarus Advisors provides you with a personalized plan and unparalleled customer service, without overhead costs and commissions that other advisors will pass on to you. Our financial planning process maximizes all aspects of your economic health by integrating investment, tax, insurance, and estate advice with our Top 10 Financial®, a successful and thorough 10-point program: Top 10 Financial® Your Comprehensive Investment Plan 1. Financial Assessment 2. Income Tax Review 3. Tax Deferred Savings 4. Debt Leverage 5. Dealing with the Inevitable 6. Emergency Strategies 7. Property and Casualty Insurance 8. Health and Life Coverage 9. Retirement Planning 10. Charitable Benefits