Skip to main content

Mountain Connection

Financial planning seminar at The Fort

09/05/2012 11:43, Published by Jacqueline, Categories:




by Melony Harris, CPA

Benjamin Franklin said, “By failing to prepare, you are preparing to fail.”

My clients and I prepare for their financial future by examining where they want to go. We sit down to discuss their goals, determine their investment objectives and time horizons. Then we develop an investment strategy based on their risk tolerance. I monitor the portfolio on a continuous basis and recommend rebalancing of asset classes as necessary. The goal is to maximize long-term benefits of diversified* investing and help pursue financial stability for individuals, families and small businesses.

What makes me unique as a financial advisor is my tax expertise. There are a variety of tax strategies to consider during both the distribution and accumulation phases of retirement planning. I also have knowledge to share. Educating my clients empowers them and allows them to make informed decisions.

With careful planning and an understanding of goals and risk tolerance, a financial plan can help you plan for the retirement you want. I will be presenting a seminar on the financial planning process and the importance of integrating tax consequences into a financial plan on Tuesday, Sept. 18, at 6:30 pm and Wednesday, Sept. 19, at 6:30 pm at The Fort restaurant in Morrison.

You will understand the significance of setting your goals, developing a strategy, *systematic investing and re-balancing your portfolio when necessary. We will also examine how to make sure you are on track in meeting your retirement goals by applying these strategies to your individual situation.

Contact me for a reservation at Harris Tax & Wealth Management, PC, 303-816-0425 or www.wealthmanagmentsimplified.com.

*Diversification does not assure or guarantee better performance and cannot eliminate the risk of investment losses.
*Dollar-cost averaging does not assure a profit and does not protect against loss in declining markets. Such a plan involves continuous investment in securities regardless of the fluctuation of price levels of such securities. An investor should consider his or her financial ability to continue his or her purchases through periods of low price levels.
*Investments are subject to market risks including the potential loss of principal invested.
Melony J. Harris, Registered Representative. Securities offered through H.D. Vest Investment Services SM, Member SIPC, Advisory services offered through H.D. Vest Advisory Services SM, 26689 Pleasant Park Road #250, Conifer, CO 80433, 303-816-0425.
Harris Tax & Wealth Management, PC is not a registered broker/dealer or independent investment advisory firm.



  • ALCOHOLICS ANONYMOUS

    03/23/2017
    12:00PM — 01:00PM

    Alcoholics Anonymous is a fellowship of men and women who share their experience, strength and ho...


  • FINANCIAL PEACE UNIVERSITY

    03/23/2017
    06:30PM — 08:00PM

    Ascent Church of Evergreen will be hosting Dave Ramsey's "Financial Peace University" on Thursday...


  • NARCOTICS ANONYMOUS

    03/23/2017
    07:30PM — 08:30PM

    Drug problem? NA can help! Join us Thursdays from 7:30-8:30 pm at Ascent Church, located at 298...


It looks like we don't have any events for this date. You can always add an event.

  • INTRODUCTION TO HIKING SAFETY

    03/28/2017
    06:30PM — 09:00PM

    Presented by the Colorado Mountain Club, this introductory seminar in hiking safety skills is for...


  • Mindfulness for Self-Healing Workshop

    03/22/2017
    07:00PM — 09:00PM

    Are you ready to learn how self-healing can shift you from personal suffering, anxiety, guilt, an...


  • ALCOHOLICS ANONYMOUS

    03/23/2017
    12:00PM — 01:00PM

    Alcoholics Anonymous is a fellowship of men and women who share their experience, strength and ho...


  • FINANCIAL PEACE UNIVERSITY

    03/23/2017
    06:30PM — 08:00PM

    Ascent Church of Evergreen will be hosting Dave Ramsey's "Financial Peace University" on Thursday...


  • NARCOTICS ANONYMOUS

    03/23/2017
    07:30PM — 08:30PM

    Drug problem? NA can help! Join us Thursdays from 7:30-8:30 pm at Ascent Church, located at 298...


  • Evergreen Players 2017 Season

    03/24/2017
    07:30PM — 10:00PM

    Evergreen Players proudly announces its 2017 season at Center Stage in Evergreen. Beginning with...


  • Evergreen Players presents Enchanted April

    03/24/2017
    07:30PM — 10:00PM

    Evergreen Players presents “Enchanted April” - Under the wisteria vines and sunny skies, four wom...


  • Hello, Dolly! at the Lakewood Cultural Center

    03/24/2017
    07:30PM — 10:00PM

    This delightful musical comedy follows America's most beloved matchmaker, Dolly Levi, as she take...


  • A Skull in Connemara

    03/24/2017
    07:30PM — 10:00PM

    Miners Alley Playhouse - "A Skull in Connemara" - Martin McDonagh's raucous and unsettling comedy...


  • Edge Theater Company presents The Nance

    03/24/2017
    08:00PM — 10:00PM

    The backstage story of Chauncey Miles and his fellow performers. At a time when it was easy to pl...


  • The Lass Who Went Out With The Cry Of Dawn

    03/25/2017
    01:00PM — 05:00PM

    A lively Celtic yarn that weaves us through a landscape filled with magic, mystery, and the remin...


  • Evergreen Players 2017 Season

    03/25/2017
    07:30PM — 10:00PM

    Evergreen Players proudly announces its 2017 season at Center Stage in Evergreen. Beginning with...


  • Evergreen Players presents Enchanted April

    03/25/2017
    07:30PM — 10:00PM

    Evergreen Players presents “Enchanted April” - Under the wisteria vines and sunny skies, four wom...


  • Hello, Dolly! at the Lakewood Cultural Center

    03/25/2017
    07:30PM — 10:00PM

    This delightful musical comedy follows America's most beloved matchmaker, Dolly Levi, as she take...


  • A Skull in Connemara

    03/25/2017
    07:30PM — 10:00PM

    Miners Alley Playhouse - "A Skull in Connemara" - Martin McDonagh's raucous and unsettling comedy...


  • Edge Theater Company presents The Nance

    03/25/2017
    08:00PM — 10:00PM

    The backstage story of Chauncey Miles and his fellow performers. At a time when it was easy to pl...


  • The Lass Who Went Out With The Cry Of Dawn

    03/26/2017
    01:00PM — 05:00PM

    A lively Celtic yarn that weaves us through a landscape filled with magic, mystery, and the remin...


  • ALCOHOLICS ANONYMOUS

    03/26/2017
    05:30PM — 06:30PM

    Alcoholics Anonymous is a fellowship of men and women who share their experience, strength and ho...


  • Evergreen Players 2017 Season

    03/26/2017
    07:30PM — 10:00PM

    Evergreen Players proudly announces its 2017 season at Center Stage in Evergreen. Beginning with...


  • Evergreen Players presents Enchanted April

    03/26/2017
    07:30PM — 10:00PM

    Evergreen Players presents “Enchanted April” - Under the wisteria vines and sunny skies, four wom...


  • Hello, Dolly! at the Lakewood Cultural Center

    03/26/2017
    07:30PM — 10:00PM

    This delightful musical comedy follows America's most beloved matchmaker, Dolly Levi, as she take...


  • A Skull in Connemara

    03/26/2017
    07:30PM — 10:00PM

    Miners Alley Playhouse - "A Skull in Connemara" - Martin McDonagh's raucous and unsettling comedy...


  • Edge Theater Company presents The Nance

    03/26/2017
    08:00PM — 10:00PM

    The backstage story of Chauncey Miles and his fellow performers. At a time when it was easy to pl...


  • INTRODUCTION TO HIKING SAFETY

    03/28/2017
    06:30PM — 09:00PM

    Presented by the Colorado Mountain Club, this introductory seminar in hiking safety skills is for...


  • ALCOHOLICS ANONYMOUS

    03/30/2017
    12:00PM — 01:00PM

    Alcoholics Anonymous is a fellowship of men and women who share their experience, strength and ho...


  • FINANCIAL PEACE UNIVERSITY

    03/30/2017
    06:30PM — 08:00PM

    Ascent Church of Evergreen will be hosting Dave Ramsey's "Financial Peace University" on Thursday...


  • NARCOTICS ANONYMOUS

    03/30/2017
    07:30PM — 08:30PM

    Drug problem? NA can help! Join us Thursdays from 7:30-8:30 pm at Ascent Church, located at 298...


  • Evergreen Players 2017 Season

    03/31/2017
    07:30PM — 10:00PM

    Evergreen Players proudly announces its 2017 season at Center Stage in Evergreen. Beginning with...


  • Evergreen Players presents Enchanted April

    03/31/2017
    07:30PM — 10:00PM

    Evergreen Players presents “Enchanted April” - Under the wisteria vines and sunny skies, four wom...


  • Hello, Dolly! at the Lakewood Cultural Center

    03/31/2017
    07:30PM — 10:00PM

    This delightful musical comedy follows America's most beloved matchmaker, Dolly Levi, as she take...


  • A Skull in Connemara

    03/31/2017
    07:30PM — 10:00PM

    Miners Alley Playhouse - "A Skull in Connemara" - Martin McDonagh's raucous and unsettling comedy...


  • Edge Theater Company presents The Nance

    03/31/2017
    08:00PM — 10:00PM

    The backstage story of Chauncey Miles and his fellow performers. At a time when it was easy to pl...


  • The Lass Who Went Out With The Cry Of Dawn

    04/01/2017
    01:00PM — 05:00PM

    A lively Celtic yarn that weaves us through a landscape filled with magic, mystery, and the remin...


  • Evergreen Players 2017 Season

    04/01/2017
    07:30PM — 10:00PM

    Evergreen Players proudly announces its 2017 season at Center Stage in Evergreen. Beginning with...


  • Evergreen Players presents Enchanted April

    04/01/2017
    07:30PM — 10:00PM

    Evergreen Players presents “Enchanted April” - Under the wisteria vines and sunny skies, four wom...


  • Hello, Dolly! at the Lakewood Cultural Center

    04/01/2017
    07:30PM — 10:00PM

    This delightful musical comedy follows America's most beloved matchmaker, Dolly Levi, as she take...


  • A Skull in Connemara

    04/01/2017
    07:30PM — 10:00PM

    Miners Alley Playhouse - "A Skull in Connemara" - Martin McDonagh's raucous and unsettling comedy...


  • Edge Theater Company presents The Nance

    04/01/2017
    08:00PM — 10:00PM

    The backstage story of Chauncey Miles and his fellow performers. At a time when it was easy to pl...


Click to view the entire 285 Chambers Directory
Click to view the entire 2014 Health & Wellness Directory