One Team Watching Your Cash Flow, Investments, Insurance And Documents (So Nothing Falls Through The Cracks)
See What Nobody’s WatchingTake the 2-minute household checkEverything One Team Keeps An Eye On
You Run A Household Like A Small Company. Without A CFO.
Paychecks. A mortgage. College. A 401(k) or three.
Insurance renewals you don't read.
A will you signed when the kids were small.
Everybody is doing their part. But who's watching the whole thing?
Plenty of families have advisors.
What they don't have is oversight.
That's the firm's stated mission, in plain words: to coordinate and oversee the financial affairs of the households it serves.
Who's In Charge Of The Whole Picture? Three Options:
Manage It Yourself
Every login, every renewal, every rebalance. On top of your actual job.
A Specialist For Each Piece
Each one is good at their slice. Nobody is in charge of the whole.
One Team With Oversight
A structured service model watching cash flow, investments, insurance and documents together.
Meet John Harrison III
Managing Partner and Investment Advisor Representative at Harrison Capital Management in Leawood, Kansas. He has served clients as a wealth advisor since 1999.
He describes his practice as built on getting to know each client, and a structured service model. The emphasis: diversification, and making sure each client’s cash flow meets their needs.
But none of that matters unless someone is actually watching.
CRD #3176071. Check the background on BrokerCheck.
The Part Of Oversight Most Teams Can't Touch: Legal Documents.
Answer plain-English questions online. A licensed attorney (appropriately licensed) reviews every plan. Then John checks it against your accounts and beneficiaries.
See What Nobody’s WatchingTake the 2-minute household checkTypical documents shown. What you need depends on your situation.
What Isn't Anyone Watching? Score It In 2 Minutes:
0 / 8
Tap an answer for each one.
Fair Questions:
"We're not wealthy enough for a wealth team."
Oversight is not about size. It is about having someone responsible for the whole picture.
"I like being involved."
Good. You stay in charge of the decisions. The team handles the watching.
"Will this replace my CPA or attorney?"
No. It connects them. Somebody has to make sure their work lines up.
"Who writes my legal documents?"
Not Harrison Capital Management. A licensed attorney at The Succession Firm, a separate law firm, reviews your plan under its own engagement with you. Outside Florida, you are handled by appropriately licensed counsel or referred.
"What does it cost?"
That depends on your situation and the work involved. You get the fees in writing before you commit to anything.
A Year From Now, With Oversight
Reviews on the calendar. Fewer surprises. And one number to call.
A Year From Now, Without It
Same renewals. Same old will. Everyone doing their part, and nobody seeing all of it.
Two minutes. Four questions.
Your call.