This morning my client in southern Utah called to say they had an electrical malfunction for their well and all their water drained down the hill. Fortunately, they have money available for this type of catastrophe to bring in water from other sources. Do you know someone that might not be prepared for their water [...]
How much to save?
May 18, 2011 By Leave a Comment
I coordinate the financial affairs for business owners. Yesterday, I met with an owner who was frustrated because she didn’t know how much to save and meet her goals. By helping her understand her values she could then better understand the savings roadmap to achieve her financial goals. Do you know a business owner who [...]
Tale of a Whale and Tales with Wales
May 12, 2011 By Leave a Comment
Tied down with paperwork? Perhaps this tale of a whale will inspire you to act: http://www.harrisonlazarus.com/advice/tale.html John Wales CPA and shared this in person on Wednesday, May 11 at the Orchard Hotel in San Francisco. Video and slide show will be coming soon.
Team Fi of Harison Lazarus & John Wales
April 1, 2011 By Leave a Comment
Accounting, Tax and Financial Independence from our Speakers this week!
January 28, 2011 By Leave a Comment
The week of February 2 brings us John P. Wales CPA a tax and accounting specialist with dozens of years of service assisting professionals and business owners. We also have Harrison Lazarus CPA of Harrison Lazarus Advisors a trusted financial counseling firm with personalized financial planning and unparalleled customer service. Please join us for a very [...]
Harrison Lazarus
December 9, 2010 By Leave a Comment
As a boutique financial counseling firm, Harrison Lazarus Advisors provides you with a personalized plan and unparalleled customer service, without overhead costs and commissions that other advisors will pass on to you. Our financial planning process maximizes all aspects of your economic health by integrating investment, tax, insurance, and estate advice with our Top 10 Financial™, a successful and thorough 10-point program.
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