For Individuals

Fee-only Financial Advisor services for individuals

Blosser Harrison is committed to helping our clients manage their most important financial decisions. Like most people financial planning and retirement savings is high on your priority list but it just seems like there is so much to do and your not sure where to start. Our Financial Planner, Andrew Kerr can help you with his Financial Life Planning approach. 

Starting your personalized financial plan is easier then you think.

Did you know a proper retirement plan can help you...

  • Prepare for life events and what if scenarios.
  • Build a personalized financial life plan.
  • Allign your goals with your money and portfolio.
  • Figure out how to allocate for future goals.
  • Become a smarter investor.
  • Plan for a secure retirement.
  • Decide what to do with your 401(k) accounts.
  • Make decisions about your employee stock options.
  • Decide whether to rent, buy (or sell) your home.
  • Understand your insurance needs.
  • Plan for child and college expenses. 
  • Invest in individual stocks, ETF's and no load mutual funds.
  • Manage tax liability.
  • Design tax efficient draw down strategies.
  • Optimize social security.
  • Illustrate cash flow and income in retirement.
  • Integrated banking solutions and budgeting.
  • Debt management and strategy.

Additional Financial Planning Services for Individuals

  • Wealth Management
  • Financial Life Planning
  • Life Transition Planning
  • Retirement Planning (Cloud based or in person)
  • Financial Planning (Cloud based or in person)
  • Insurance Planning
  • Portfolio Management
  • Investment Analysis
  • Portfolio Design
  • Investments in Retirement
  • Investments for College Savings
  • 401(k) Rollovers

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