What We Do

 

R.E. Harper Associates is an independent  consulting firm offering comprehensive services and dedicated to helping clients define, establish and achieve their goals. Our team has the ability to help individuals, businesses, and institutions achieve and maintain their strategic goals.  Whether it be preparing for retirement,  preserving or transferring wealth, or identifying and managing institutional risk we utilize strategies that are right for each of our clients. The design of wealth transfer strategies, risk identification and reduction strategies, business succession plans, and charitable planning initiatives are only a few of the services we  provide.

Our associates use their extensive personal and professional experience to help you define and pursue your goals. We understand it takes in-depth analysis and careful planning to meet each of our client's unique needs. As a result we avoid the more common approach of trying to fit strategies and solutions into pre-packaged "products" or methods and prefer instead a tailored, bespoke approach. 

Our independence enables us to establish working relationships with a number of industry-leading insurance and benefit brokerage firms, insurance product designers and vendors, and strategic partners whose products and services we leverage to create customized client protocols and strategies. We recommend only those products and services which offer the flexibility to suit our clients' unique financial needs.

 

*Risk management does not guarantee against loss. It is a method used to help identify, manage, and isolate risk exposures.