Best of Omaha 2016 • Winner Profiles
HARRISON FINANCIAL SERVICES
Tim Harrison MSFS, CIMA, CFP©, CPWA, CAP©, AEP©, CLU©, ChFC©; Kelsey Petersen MBA; Jack McKeegan CPWA; Angie Bade; David Ping; Dalma Seitelbach RP©; Seth Tracy CLU©, ChFC©; JoAnne Reynolds CFP©, RICP; Dan McCoy MBA, CLTC©; Carla Laurent; Ruth Rodgers
Wealth Advisors
TELL US ABOUT YOUR BUSINESS. WHO ARE YOUR CLIENTS?
WHAT ARE SOME OF THE MAJOR ISSUES FACING YOUR CLIENTS TODAY?
Harrison Financial Services is a financial planning and wealth management practice serving decision makers, affluent families, and private family offices. We help our clients develop financial plans and we work closely with their attorneys, accountants, and investment and insurance advisors to help achieve their important financial goals. Through our planning process, we aim to help clients manage investment costs and risks with a focus on tax efficiency.
Retirement income planning is a major challenge. People are living longer, taxes present risk to retirement for many, and there are near record low interest rates. Our unique solutions help reduce these risks and provide the foundation for a reliable lifetime income. We also help our clients protect and preserve their estates for future generations.
HOW ARE YOU UNIQUE? WHAT KEEPS YOUR CLIENTS COMING BACK?
We focus on living our core values of Kaizen (a philosophy of continuous improvement), servant mentality, non-negotiable integrity, work ethic, and being politely persistent. We all own daily and weekly metrics, including discussing client feedback, to measure our results and drive improvements for better service. We also focus on celebrating our victories as a reward for our hard work. Our entire team is very involved in serving the community through The Salvation Army, United Way, EO Nebraska, University of Nebraska, Omaha Estate Planning Council, and many other worthy community groups.
Our clients tell us we have helped them better understand how to achieve their financial goals through our holistic planning process. Our annual planning update provides for increased clarity and confidence while our affiliation with Northwestern Mutual brings unparalleled financial strength.
HOW WOULD YOU DESCRIBE YOUR WORKPLACE CULTURE? YOUR TEAM MEMBERS?
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HOW HAS YOUR COMPANY GROWN? We work through referrals from our client advocates. Our commitment to exceeding clients’ expectations has created a level of trust resulting in consistent new client introductions. Our firm has grown at an average of 30 percent (YOY) for the past six years. AT THE END OF THE DAY, WHAT GIVES YOU THE BIGGEST SENSE OF ACCOMPLISHMENT? We want to earn the right to serve as our clients’ most trusted advisor. We are quickly becoming the “Premier financial planning and wealth management team serving decision makers.”
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Thank you, Omaha! Harrison Financial Services is a marketing name for Tim J. Harrison, a wealth management advisor with Northwestern Mutual. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM), Milwaukee, WI, and its subsidiaries.
9300 UNDERWOOD AVE. SUITE 500 OMAHA, NE 68114 402-891-2302 HFS.NM.COM