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Financial Planning

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Through a strategic alliance with WestPoint Financial Group, we can now offer our members access to financial services, investments and insurance options through a Financial Advisor. WestPoint Financial Group strives to provide individuals with a comprehensive financial strategy designed to help meet their unique financial goals.

Meet Brian


Brian Harris has been a Financial Planner for 11 years with career in financial services spanning more than 30 years. He provides objective and customized insurance and investment strategies to help meet the financial goals of his clients. Brian is a graduate from Western Kentucky University where he received a Bachelor of Science in Finance and Economics, as well as a Master of Arts in Economics.

Prior to becoming a Financial Planner, he spent nearly 20 years in commercial banking adding a breadth of experience to his approach to working with individuals and businesses. Brian also served as an Adjunct Professor of Economics at Indiana University – Kokomo for five years.  Brian also holds the RICP® and CEPA professional designations. In his free time, Brian enjoys spending time with his wife Andrea and their two children, Major and Wynn. Brian also enjoys golfing at competitive and noncompetitive levels and traveling.


How Can You Contact Brian?


You can always contact our office at 765-664-8089 and we will be happy to take a message for him, or you can contact him directly at:

Brian Harris

Direct 317.208.6363
Mobile (Calls Only) 317.600.8071
Business Mobile (Texts Only) 317.648.1907



How Can Brian Help You?

  • Annuities
  • Mutual Funds
  • Asset Management Programs
  • Stocks
  • Bonds
  • Alternative Investments
  • Term, Whole, Variable, Universal
  • Disability Income Insurance
  • Long Term Care Insurance
  • Retirement Planning for Consumer & Business
  • Roth IRA's, Traditional IRA's, SEP's
  • Retirement Plan Rollovers
  • Profit Sharing Plans
  • 401(K) Plans
  • Supplement Executive Retirement Plans
  • Pension Strategies
  • 529 Plans
  • UGMA/UTMA (Custodial Accounts)
  • Business Planning
  • Succession Planning
  • Key Employee Retention
  • Employee Benefits
  • Employer-Sponsored Retirement Plans
  • Business Overhead Expense
  • Buy-Sell Strategies
  • Non-Qualified Executive Fringe Benefits
  • Executive Bonus Planning
  • Deferred Compensation Funding
  • Split Dollar Insurance
  • Financial Position
  • Investment Planning
  • *Tax Reduction Strategies
  • Protection Planning
  • Retirement Planning
  • Education Funding Planning
  • Estate Planning
  • Liquidity to Help Pay Estate Taxes
  • Help protect Estate for Future Generations
  • Work to assure Proper Asset Distribution
  • *Tax Reduction Strategies
  • Charitable Giving Strategies





*The information provided is not written or intended as a tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties, MML Investors Services, LLC, it's employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own tax or legal counsel. Check the background of this investment professional on FINRA BrokerCheck (https://brokercheck.finra.org/).

  • NOT A CREDIT UNION DEPOSIT OR OBLIGATION.
  • NOT NCUA INSURED.
  • NOT GUARANTEED BY ANY GOVERNMENT AGENCY.
  • NOT GUARANTEED BY ANY CREDIT UNION.
  • MAY GO DOWN IN VALUE

Brian Harris is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. Supervisory Office: 8888 Keystone Crossing, Suite 1600, Indianapolis, IN 46240. Phone: (317) 469-9999. Brian Harris is licensed to sell insurance in : IN, IL, FL, KY, MN, NC, SC, NY, OH, TX and UT and investments in:  AZ, CA, FL, GA, IL, IN, KY, LA, MA, NC, NY, OH, PA, SC, TX, UT and VA.

Afena Federal Credit Union is not a subsidiary or affiliate of MML Investors Services, LLC or their affiliated companies.

AFENA receives compensation from MML Investors Services (MMLIS) and its affiliates for referring clients to MMLIS and its representatives. MMLIS’s affiliates include Massachusetts Mutual Life Insurance Company (MassMutual), MML Bay State Life Insurance Company (MML Bay State), C.M. Life Insurance Company (CM Life) and MML Insurance Agency, LLC (MMLIA). As a result, Alliance Bank has an incentive to refer clients to MMLIS and its representatives.

For the products and services offered through MMLIS, AFENA will receive up to 24.5% of the dealer concessions, commissions and advisory fees received by MMLIS. For products offered through MMLIA, AFENA will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative. For all products offered by MassMutual, MML Bay State and CM Life, AFENA will receive a percentage (which will be determined at the time of purchase) of the compensation paid to the MMLIS representative.

Schedule an appointment today!

 


765.664.8089

CRN:202902-10315264
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