Brian LaHue – I specialize in helping small business owners and families improve their finances.
My goal is to provide total money management for my clients. The first step begins with understanding the client’s current situation, and what the client truly wants to achieve. Typical client goals are retirement planning, rolling over IRA & 401K plans, making sure their portfolios are diversified, or saving for a child's college. No matter the goal, my recommendations are based on the client’s goals, risk tolerance, and time factor. Other factors I always consider are market/economic factors, the client's experience, and specific family situations. Knowing that situations may change from time to time, these factors will be reviewed periodically to reconfirm suitability of my recommendations. I strive to simplify the investment planning process for my clients, but also remain very transparent about what to expect. My ultimate goal is to ensure you are satisfied to the highest level so I can earn your personal recommendation.
Brian joined First Harrison Financial Services in March 2011 and has been a financial advisor since 2006. Brian currently holds his series 6, 65, 63, & 7 investment licenses as well as his fixed/variable/health insurance licenses. Brian enjoys playing basketball, traveling, good food, and hanging out with his wife, Marcee, and their two children, Booker & Georgia.
Mickie Vallandingham - Mickie joined First Harrison Financial Services in Aug 2001 and has been in the investment business since 1989. Mickie currently holds her Series 7 and 63 Investment Licenses as well as her Fixed/Variable/Health and Long Term Care Insurance licenses. Mickie has worked in the Clark and Floyd County areas for the last 10 years, but recently moved to the Main Office in Corydon. She enjoys being able to help clients fill their investment needs and also being an investment educator. She enjoys running and volleyball in her spare time along with playing with her granddaughter. She is married to Jim and they enjoy family time by boating and camping.
Both Brian and Mickie will be happy to meet you at any branch location or even at your home or business. Just give them a call!
Make Your Financial Goals A Reality With First Harrison Financial Services
Because wisely managing your finances is so crucial to meeting your day-to-day responsibilities and fulfilling your lifetime goals, establishing a financial plan is one of the most important things you can do for your financial well-being. Contact our Financial Representatives today and allow them to guide you through the complex issues involved in creating a personalized financial plan designed to help make your goals a reality. Our Financial Representatives are conveniently located at a branch near you. Contact them today to begin the process.
Our First Harrison Financial Services Representatives can assist you with:
Retirement Planning - No matter how close you are to retirement, the more you are able to save now, the greater the likelihood that you'll enjoy the retirement you envision. There are a variety of ways you can invest for your retirement, and many of them offer tax advantages that enable your assets to grow more quickly.
Risk Management - While financial markets offer excellent opportunities to grow your investments, they can involve risk. While one asset type may be performing well, another may be doing poorly. One way to help reduce the risk of investing is asset allocation. The asset allocation method divides your investments among different asset classes - primarily domestic and international stocks, bonds and cash in line with your risk tolerance, time horizon and goals.
Insurance Planning - Insurance is crucial to your financial security for the protection it provides your family and assets. Depending on your situation, your financial plan may include recommendations for life, health (medical, dental, vision and prescription), disability and long-term care insurance, to name a few.
Investment Planning - From money market accounts, treasury securities, fixed and variable annuities to individual stocks, bonds and mutual funds, a multitude of investment options exist. Determining which investment vehicles are right for you depend on a number of factors, including your age, financial situation, risk tolerance and goals.
Estate Planning - In order to help protect your estate for your loved ones, your financial plan should include an estate plan. Among its many benefits, an estate plan can help ensure your assets are distributed according to your wishes upon your death, can avoid the delay of probate, and can reduce inheritance and estate taxes. Your estate plan should also include a will, durable power of attorney, living will, and medical power of attorney.
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Securities offered through Lincoln Investment -- Member FINRA and SIPC.