Harris Financial

Why wouldn't Compliance approve these OBVIOUSLY ACCURATE titles?!? 😜😂

We are extremely proud of our very own David Mulnix! He competed in the Highland Games at the Flathead Valley Celtic Festival this past weekend and took 1st place in his weight class! 💪🏆

Congratulations, David! Way to represent!

Roughing in mechanical, electrical, plumbing...and staining the wood for our conference room ceilings! 😍 Thanks Compass Construction, LLC!

Charitable Giving can be an important part of a thoughtful financial plan, and we love helping clients meet their philanthropic goals! Harris Financial is proud to co-sponsor the Great Fish Community Challenge, a month-long giving campaign hosted by the Whitefish Community Foundation. This year, Great Fish brings the community together in support of 89 nonprofits across the Flathead Valley.

To show we're serious about this, we're donating $3,000 to Code Girls United! They're teaching the next generation of women how to succeed in computer literacy, business, and STEM - we love what they do and are proud to support it

The challenge ends on September 11th, so there’s only about one week left to participate! If you’d like to talk about ways to make your giving more intentional or tax efficient, we’d be happy to visit with you.

Creating a will is crucial, but remember: life changes. When it does, so should your estate strategy. Regularly updating your will keeps it aligned with your current circumstances and wishes. Here are 7 reasons to revisit your will:

1️⃣ Family Changes? Marriage, divorce, births, or losses can impact your strategy.

2️⃣ Moved? Different places, different laws.

3️⃣ Financial Shifts for you or your beneficiaries? Reflect on current assets and plan.

4️⃣ Executor/Trustee still the right choice? Pick the right person for the job.

5️⃣ Law Changes? May affect your plan and have new tax considerations.

6️⃣ Beneficiary Updates? Reflect evolving relationships.

7️⃣ How long has it been? Review every 3-5 years.

We are always happy to assist you in this process!



Disclaimer: This is for informational and educational purposes only. Image created by AI.

Evan here. Today marks 10 years since I purchased Harris Financial from my dad.

Looking back at the young guy in this picture, I sometimes wonder whether he would have taken the leap if he had known how difficult those first few years would be. But if he had not, he also would never have discovered how rewarding this work and this business would become.

Some of life’s greatest opportunities require sacrifice, perseverance, and a lot of hard work. Perhaps that is part of what makes them so worthwhile.

I’m incredibly grateful to my dad for the amazing opportunity, to my outstanding team for all your hard work, and to the clients who have trusted us along the way. It has been quite a journey, and I’m excited about where Harris Financial is headed next.

Evan is so excited about our new office building that he snuck into the construction site a few nights ago to take pictures 😂 We now have walls! Pictures below, with Evan's wife Sadie for scale ❤️

To see the spaces we've imagined coming to life is a blessing, and we can't wait to unveil the future home of our service to you!

Continued shout-outs to Compass Construction, LLC for building our future home.

Our favorite form of investment is investing in people’s lives! We regularly look for opportunities to develop our team, encourage their growth, and help them build greater expertise.

Recently, we sent Jenn to San Diego for a week for specialized training focused on LPL Financial’s systems and processes. And by continuing to grow our team’s knowledge and capabilities, we’re able to bring that added expertise into the work we do with our clients.

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

Dreaming Up an Active Retirement When you retire, how will you treat your next chapter?