Our Philosophy

Our philosophy is simple. We want to get to know you in order to help you make the best decisions possible.

As a firm, our focus is to understand your goals and develop a plan to work towards them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress. From here, we will plan regular meetings with you to assess the progress toward your goals and, when necessary, we will make adjustments to your financial plan.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to us to be proactive and knowledgeable in the financial industry. We are committed to staying up-to-date on relevant tax, estate and social security laws in order to provide you with the most prudent financial advice for your particular situation.

Erma Harbison is an Associated Person of LPL Financial.

Securities offered through LPL Financial, member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates.

NOT NCUA Insured               |             Not CU Guaranteed                |                May Lose Value
 
MSDFCU and New Britain Financial Advisors are not registered broker-dealers nor are they affiliated with LPL Financial.
 
This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MD, MI, MO, MT, NC, NJ, NY, OH, PA, RI, SC, TX, VA, & WA. Please note that not all of the investments and services mentioned are available in every state.
 
 

 

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