Personalized Investment Advice
Individuals
Welcome to Harper Financial, where we offer personalized investment advice to individuals all over the State of Texas and Southeastern New Mexico. Investment Consultant Jay Harper provides tailored financial solutions to help you achieve your short-term and long-term financial goals. We take the time to understand your unique financial situation and develop a customized investment plan that suits your needs.
Retirement Planning
At Harper Financial, we specialize in retirement planning to ensure that you can enjoy your retirement years with financial security and peace of mind. Whether you're just starting to plan for retirement or are already retired, our Investment Consultant Jay Harper can help you navigate the complexities of retirement planning, including pension plans, 401(k) rollovers, and IRA accounts.
Wealth Management
Our wealth management services are designed to preserve and grow your wealth over time. We offer a range of investment strategies tailored to your risk tolerance and financial objectives. From asset allocation to portfolio management, our team is dedicated to helping you make informed decisions about your wealth, so you can pursue your financial goals with confidence.
Personalized 401k Advice
We believe in helping individuals who have 401k retirement accounts so that they can grow their accounts effectively to help fund their retirements. Whether you are actively contributing to a 401k or have a 401k from an old employer that isn't receiving much attention, Jay Harper can help make sure that your money is invested in a way that it is working as hard as you do.