Your Retirement, Your Way
Focus on What's Important to You
What's Your Story?
Holistic Wealth Management
Your Business Partner for All Things Accounting
Focus on growing a successful business while we simplify operations with our complete accounting solution for small and medium-sized clients.
Learn More!Discover how WE can help YOU!
Explore Our Services:
My firm specializes in helping individuals develop sound retirement strategies. I offer personalized, hands-on service and educate clients to take the mystery out of investing, insurance, estate conservation and preserving wealth. Building long-term, trusting relationships with clients is one of my primary goals, and your questions and concerns are of utmost importance to me. For more information about the services offered, send a quick email or call the office. I welcome the opportunity to speak with you.
Tax & Wealth Management for Individuals & Families
Our business is built on a foundation of thoughtful client relationships.
Learn More!Why Choose Us?
Let's make one thing clear: we’re not your typical financial institution/services firm. We're a community, a full-service hub committed to providing you with the tools you need to succeed, the freedom to chase your goals, and the support to back you up. You want to strengthen your business, create new connections, and increase your profits; we aim to help you achieve all that and more.
The company you choose to work with should, above all else, want to see you succeed, and that’s precisely what we want for you/and that’s precisely why you chose to work with us.
Get to Know Henry Harris
One thing that defines Henry, and his firm, is the sheer amount of time and knowledge he gives back to his community. When he’s not volunteering to tutor children and adults at his local church, he is an adjunct professor the Collin County Community College where he teaches a class to help students earn their certification through the American Institute of Professional Bookkeepers. He’s also a volunteer facilitator of a free monthly tax workshop at the college to help business owners get off to a successful start.
Henry is a natural-born educator with the knowledge and desire to help people succeed — whether it’s building a prosperous business or investing for retirement. When you work with Henry and his team of qualified professionals, you’ll get the dedication to deliver superior service and attention to detail you need to help reach your goals. Born in Chicago, he’s set down permanent roots in Texas for the last 23 years. He loves to travel and spent some time living and studying abroad in both Argentina and France. You can either find Henry at the local bowling alley or with a good murder mystery book in his hand.
Now in Two Convenient Locations:
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
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