Harris Melony J

Financial planner in Lakewood, CO (show on map)

5.0

★★★★★

2 reviews

Empowering you to achieve financial freedom.

Call (303) 985-7654

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About

At Harris Tax & Wealth Management, we help you build financial confidence by letting go of the fears that can hold you back from making financial decisions—and achieving your dreams.

Services

Wealth Management

Manage and protect your wealth with strategies that focus on what’s important to you and your needs.

Financial Planning

Create a comprehensive roadmap to provide financial security for you and your family.

Insurance Planning

Help minimize threats to your wealth.

Tax Preparation

Without proper tax planning, taxes can drain your investments.

Credentials & Certifications

CERTIFIED FINANCIAL PLANNERTM

CPA

Reviews

Rating

★★★★★

Reviews

"She helped us find tax benefits we would have never known about."

Frequently Asked Questions

When should I start taking Social Security? +

Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall financial plan?

How do I teach my teen or young adult about money? +

Teaching teens and young adults about money is less about formal instruction and more about repeated exposure to real-life decision making.

How can I gift a down payment to my adult child? +

Here are some questions this blog aims to answer: How can parents or grandparents help with a down payment for adult children? What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime exemption work?