BNI Business Connections in San Francisco » financial planning

Is your financial well full or dry?

Harrison Lazarus — Wed, 01 Jun 2011 22:24:41 +0000

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 or financial well to run dry? They’re a good referral for me. Harrison Lazarus, trusted adviser.

How much to save?

Harrison Lazarus — Thu, 19 May 2011 03:42:15 +0000

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 doesn’t know how much to save? They’re a good referral for me. Harrison Lazarus, trusted adviser.

Tale of a Whale and Tales with Wales

Harrison Lazarus — Thu, 12 May 2011 19:38:22 +0000

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

Tim Johnson — Sat, 02 Apr 2011 00:10:11 +0000

Financial Power Team Harrison Lazarus & John Wales tell us the secrets of wealth and the path to get there

Accounting, Tax and Financial Independence from our Speakers this week!

Sam Pinfold — Sat, 29 Jan 2011 02:26:04 +0000

Harrison Lazurus

John Wales

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 informative session on the new US tax law and the Top Ten Financial ®, a successful and thorough 10-point program designed for your financial success.

Harrison Lazarus

Harrison Lazarus — Thu, 09 Dec 2010 16:18:17 +0000

Contact Harrison Lazarus so he can start “Giving Life to Your Finances!” 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.