Michael Harris, RICP, CExP
Advanced Case Specialist
Meet Mike Harris, a valued member of our team serving as an advanced case specialist. With experience in advanced case design, Mike conducts meticulous analysis behind the scenes to ensure you receive comprehensive and tailored solutions.
Mike's dedication to assisting in retirement income planning reflects his commitment to protecting the financial well-being of our clients. Going beyond the surface, he delves into the intricacies of individual cases to offer nuanced insights and strategies aligned with specific retirement goals.
Specializing in understanding the needs of business owners, Mike brings a wealth of knowledge to the table. His ability to navigate the complex landscape of business intricacies ensures that our clients receive not only financial planning support, but also strategic guidance tailored to the unique challenges and opportunities of their enterprises.