Prepare today for a brighter tomorrow



The person who matters most in your retirement planning is you. No matter what stage you’re in – early in your career, actively contemplating retirement, or already retired – our purpose is to help you achieve your goals for the reasons that are important to you.

We start with your priorities, goals and desires, and then design a plan to help you achieve them. The focus of retirement planning is to organize your financial life so you’ll feel confident about your family’s financial future so no matter what happens in the marketplace, economy, or world, you still have the highest probability of achieving your goals.

Today, retirement planning has never been more challenging. We work with you to shape a retirement plan that’s specifically tailored towards your needs, analyzing your portfolio and help with a retirement budget to determine how much is enough. We believe that tracking your progress through challenging markets is critical to ensuring you remain confident about your retirement goals.

We work with you to shape a retirement plan that's right for you by:

  • Analyzing your portfolio

  • Designing a retirement budget

  • Tracking your progress


410 Neff Avenue

Suite 200

Harrisonburg, VA  22801 


Office: 540-574-2508

Toll-Free: 800-296-2680

Fax: 540-433-3561

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Securities offered through Harbor Financial Services, LLC Member FINRA/SIPC Advisory services offered through Jeff Harris & Assoc. RIA, a registered Investment advisor. Harbor Financial Services LLC, Jeff Harris & Assoc. RIA, and Cornerstone Insurance Solutions are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA are not affiliated. Harbor Financial Services LLC and Jeff Harris & Assoc. RIA do not offer tax or legal advice. Please contact your tax or legal professional for specific information regarding your individual situation. Monitoring Service is for Advisory accounts only.