H arrison Financial Services (HFS) was a solo venture when Tim Harrison launched it 30 years ago. Today, he oversees a team of credentialed professionals who provide across-the-board financial planning and wealth management services to a diverse group of clients. HFS is also a Private Client Group firm with Northwestern Mutual, making it one of the national Fortune 200 company’s top teams.
There’s still room for evolution, Harrison said. For instance, a stronger emphasis on exit planning and liquidity event planning has emerged in recent years.
“We’ve become a dominant go-to for liquidity events with business owners, senior executives, and other decision-makers as the approach transitioning into and living in post-sale or post-retirement,” he said.
One thing that remains a core focus for the team, Harrison said, is delivering on the firm’s purpose statement: “Helping families build a better life, legacy, and community.”
“I feel like we deliver a very concierge level of planning and service to our clients,” he explained. “Our team is also really engaged in the community, and we have a very strong culture.”
Harrison Financial Services
9300 Underwood Ave., Suite 500
Omaha, NE 68114
402.891.2302
hfs.nm.com
Members of Harrison Financial Services use Harrison Financial Services as a marketing name for doing business as representatives of Northwestern Mutual. Harrison Financial Services is not a registered investment adviser, broker-dealer, insurance agency, federal savings bank or other legal entity. Investment advisory services provided as Advisors of Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and federal savings bank. Investment brokerage services provided as Registered Representatives of Northwestern Mutual Investment Services, LLC (NMIS), a subsidiary of NM, registered investment adviser, broker-dealer and member FINRA (finra.org) and SIPC (sipc.org). To view detailed disclosures regarding individual representatives, view their information at hfs.nm.com.
This profile originally appeared in the 2024 FACES of Omaha, presented by Omaha Magazine. To see the full book, see our flipbook here.
