It' not just numbers. Longevity risk is wreaking financial and emotional havoc on families. Let us help you mitigate that risk.
What is your risk number? Does your risk tolerance and investment choices align with one another? Take the Riskalyze assessment below and find out.
Portfolio management through third party money managers, such as Morningstar, JP Morgan Chase& Blackrock to name a few.
Income planning creates predictable sleeves of income from social security, pensions, 401(K)s and annuities. The greatest fear Americans have is running out of money in retirement.
Tax planning is an essential part of any plan. It helps achieve a predictable outcome. Keep more of what you earn.
Estate planning is not only for the wealthy. Avoid bickering among your children after you're gone. Get them involved and communicate your intentions.
Do yo know someone with cognitive impairment? Dimentia? Alzheimers? I did and the end is not pleasant. Plan ahead before the storm hits.
This is where we tie in all the essential pieces of your financial character & confidence in our process and build mutual trust.
A home purchase is the largest investment most people make. With smart planning, we help guide you through TRID and the maze of options available to you.
Life events often try to derail the best of plans. Through partnerships with certified family attorneys, we help you minimize their impact.
With proper insurance planning, longevity & premature death risks should be managed to avoid chaos from those life events.
This service is offerred through strategic alliances with trusted legal partners.
I’ll start with an honest chat with you to understand you, your family, your goals and vision and line it up with our mission, which is helping our clients reach financial freedom.
What I learn sets the foundation for a roadmap. We’ll build upon it to create a clear, concise and cohesive plan to help guide you to your vision and financial freedom.
I lead by utilizing the tools at our disposial to make it simple yet comprensive to address all your areas of concern.
Harry's gravitation to the financial services industry began taking shape early on when personal tragedy struck home with the untimely death of his father at the influential age of 16 to a massive heart attack. While attending Widener University Harry worked odd jobs to pay for his tuition and to make ends meet. Upon graduation, Harry decided to embark on a career in the financial services industry, specifically life insurance. Harry's father Krikor, a hard working dedicated family man did not believe in life insurance and did not carry any life insurance on his own life which caused extreme hardship on the family. His untimely death and lack of financial means hence inspired Harry the desire to empower others to be prepared for financial calamity brought on by untimely death.. Decades later, Harry has enjoyed success by embracing his clients and providing them with the unparalleled service with integrity in multiple financial services disciplines.
Harry's Professional designations are: Certified Financial Planner™ Professional, CFP®, Certified Divorce Financial Analyst®, CDFA®, Certified Mortgage Consultant®, CMC®, Chartered Financial Consultant™, ChFC® & Accredited Investment Fiduciary™, AIF®.
Harry has over 35 years of experience in the financial services industry. He holds securities licenses Series 7, 24, & 63 as well as licenses in real estate AZ SA511150000, mortgage broker NMLS# 150459, and insurance, NIPR # 2494007 Harry received his B.A. from Widener University, CFP® from the College for Financial Planning in Denver, ChFC® from The American University & CDFA® Designation through The Institute for Divorce Financial Analysts.
Cambridge is a nine time winner in the Broker/Dealer of the Year annual poll of advisors. Investment Advisor magazine, 2017, 2016, 2015, 2014, 2013, 2012, 2010, 2008, 2007, Division IV; 2003, Division III. A broker-dealer becomes eligible for this honor only after a minimum of 10% of its producing rep-advisors cast valid ballots. The ballots rate the broker-dealer in 15 different defined by Investment Advisor as relevant challenges and concerns. Broker-dealers receiving the highest marks in each of four are declared Broker-Dealer of the Year. Results are based on experiences and perceptions of participants surveyed in June of each of the years listed. Experience may vary. Visit advisorone.com.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Gateway Financial Advisors, Inc., and Cambridge Investment Research, Inc. are not affiliated." This communication is strictly intended for individuals residing in the state(s) of AZ,WA CA and NV. No offers may be made or accepted from any resident outside the specific states referenced.