Our Process

 

 

 

 

 

 

 

Phase I: Discovery

We begin this stage during our initial meeting where we get to know one another. We are focused on learning your specific needs and the goals & expectations you have for your investment capital.

 

Phase II: Strategy

The primary objective of this stage is develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend for long-term success.

 

Phase III: Implementation

The primary objective of this phase is to successfully implement your investment strategy. By means of constant communication and a highly-skilled staff, we strive to make this process quick and easy for you.

 

Phase IV: Monitoring and Adjusting

We monitor our clients' accounts on a regular basis to ensure they are still performing in a way that meets their intention. When we discover that a client's circumstances have changed, or that shifting global markets require a different investing approach, we are quick to make adjustments.

 

 

Visit

410 Neff Avenue

Suite 200

Harrisonburg, VA  22801 

Call

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. 

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