R Kent Harris & Associates

Financial planner in Greenwood Village, CO (show on map)

4.3

★★★★☆

3 reviews

Independent financial services company offering disciplined financial planning and tailored investment strategies since 1996.

Call (303) 698-7772

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About

R. Kent Harris & Associates, LTD is an independent financial services company that offers a disciplined and tailored approach to financial planning.

Since 1996, we have maintained a proud history of helping to meet the needs of business owners, executives, professionals, retirees and young investors. From wealth accumulation techniques and retirement planning strategies to sophisticated tax and estate planning considerations, we endeavor to fully understand your financial vision and to help you find growth opportunities while preserving capital and reducing taxes. This is accomplished through active involvement in an ongoing, long-term process of assessing your needs and expectations in order to achieve your goals.

Independent financial services company

Disciplined and tailored approach

Over 30 years of experience

Five Star Wealth Manager award recipients

Broad network of insurance carriers

Services

Wealth Accumulation Techniques

Strategies to grow assets while preserving capital and minimizing taxes.

Multi-asset approach Tax optimization Capital preservation

Estate Planning and Wealth Transfer Strategies

Planning for the efficient transfer of wealth to heirs while minimizing estate taxes.

Trusts Will preparation Gifting strategies

Retirement Planning Strategies

Developing a comprehensive plan to achieve retirement goals.

Income projections Social security optimization Retirement lifestyle analysis

Educational Funding Strategies

Planning for college expenses and maximizing financial aid opportunities.

529 plans Coverdell ESAs College savings calculators

Employee Health and Life Plans

Designing comprehensive health, disability, and life insurance solutions for employees.

Group health insurance Disability insurance Life insurance

Profit Sharing, Pension, and 401(k) Plans

Designing retirement savings plans for businesses.

Profit sharing plans Defined benefit pensions 401(k) design

Credentials & Certifications

Registered Investment Advisor

Since 1996

Five Star Wealth Manager

Since 2011

Reviews

Rating

4.3

★★★★☆

Reviews

Frequently Asked Questions

What is the Five Star Wealth Manager award? +

An award researched and managed by Five Star Professional, given to wealth managers who meet 10 objective criteria for quality client service. R. Kent Harris & Associates, LTD has received this award for over ten years.

How does inflation impact my retirement income needs? +

Inflation reduces the purchasing power of retirement savings over time, requiring higher income to maintain the same lifestyle. The retirement calculators on the site can help estimate the impact.

What is the difference between a 529 plan and a Coverdell ESA? +

A 529 plan is a state-sponsored college savings plan with tax advantages, while a Coverdell ESA is a tax-advantaged account that can be used for both education and retirement. Both have contribution limits and eligibility requirements.