Jeff Harris & Associates

839 NE US Hwy 19
Crystal River, FL 34429

352-794-6044

 
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Welcome to Nature Coast Financial Advisors

Delivering solutions that provide safety and peace of mind. At Nature Coast Financial Advisors, we understand that retirees face many important decisions that can affect their long-term financial success. Some of these decisions revolve around making investments that will help create a hedge against outliving their income, the impact of inflation, taxation, and rising healthcare costs. Because over ninety percent of our clients are retirees with similar concerns, we are in an advantageous position to approach such challenges with experience and skill.

 

Helpful Content

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

A Look at Whole Life Insurance

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Raise Your Retirement Income

Raise Your Retirement Income

Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.

 

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

How Income Taxes Work

A quick look at how federal income taxes work.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Get Paid for Going Green

Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

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What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Should I Invest in Gold?

Learning more about gold, and its history, may help you answer that question.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Business Cycle

How will you weather the ups and downs of the business cycle?

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