Tag Archives: Harrison Financial Services

Faces of Omaha 2018

April 19, 2018 by
Photography by Bill Sitzmann

Faces of Omaha is an annual sponsored publication that introduces a variety of “faces,” local industry leaders and experts, to the community. This exclusive publication was carefully cultivated​,​ so only one person and company per business category is invited to participate.

In the publishing industry, this sort of publication is known as “native advertising.” Native advertising is a unique form of sponsored content produced by editorial staff in conjunction with advertisers. The end result is an enjoyable book that has value to both the readers and advertisers.

Everyone featured in the book is truly the “face” of their field. Our sales team spent considerable time cultivating this list.

The following pages introduce more than 100 people and companies, the leaders in their respective areas of expertise, who stand ready to serve their community.  

Todd Lemke, publisher Omaha Publications

This sponsored content was printed in a special annual. To view, click here: Faces of Omaha 2018

Tim Harrison

April 6, 2018 by
Photography by Bill Sitzmann

Clients who choose Harrison Financial Services not only obtain solid and meticulous planning of their resources, they acquire a lifelong financial partner and friend. Tim Harrison and his team believe in establishing a personal relationship with each client. He and his 14 team members —each highly skilled and qualified in their respective areas of expertise—engage clients in the decision-making process. They carefully listen to hopes, dreams, and goals, such as saving for the education of a child or grandchild, mapping out a secure and comfortable retirement, multi-generational planning or leaving a legacy.

Most of the firm’s high net-worth clients own or run successful business in the Omaha area and appreciate the time and effort HFS puts into transforming their goals into a personal financial plan including tax strategies and risk mitigation. Additionally, a number of private and family foundations trust HFS to be stewards of the funds they use to positively impact the community. 

Serving families who form the backbone of Omaha’s philanthropic and decision-making community with integrity and honesty will always be the priority of Harrison Financial Services.  


Harrison Financial Services
9300 Underwood Ave., Suite 500
Omaha, NE 68114
402.891.2302
harrisonfinancialservices.com

This sponsored content appeared in Faces of Omaha 2018. To view, click here: https://issuu.com/omahapublications/docs/faces_2018/44

Harrison Financial Services

April 1, 2017 by
Photography by Bill Sitzmann

Harrison Financial Services is in the business of helping clients build a financial legacy perpetuating success for generations to come. It’s one of the reasons many local, successful families, business owners and private foundations look to Harrison Financial Services for guidance. With over 20 cumulative post-graduate designations among the 13 team members and a real propensity toward teamwork and active community involvement, Harrison Financial Services offers a talented group of professionals to help people unravel their financial puzzle and build the roadmap for financial success. Using a holistic approach to finance means a client’s entire lifestyle and goals are taken into account; it is this unique process that results in financial security and reached goals.

Financial planning can seem daunting but Harrison Financial Services focuses on providing an innovative approach while developing deep interpersonal relationships. Clients are active partners in co-creating the very best financial plan, allowing them to fully understand all aspects of the necessary steps leading to a desired financial future. The team at Harrison Financial Services often takes the complexity of wealth management and even helps the most sophisticated clients consolidate and simplify their financial affairs into a cohesive written plan.

9300 Underwood Ave., No. 500, Omaha, NE 68114

402.891.2302 • hfs.nm.com

This sponsored content is a page from the publication Faces of Omaha.  To read the entire magazine, click the image:

Mad Muscle

February 9, 2016 by
Photography by Bill Sitzmann

In the middle of Omaha, in the middle of a side street, sits a garage. It looks like many other garages, but inside lies the some of the crown jewels of muscle cars.

“My first car was this 1970 Firebird 400,” says Peter Fink, owner of the cars. “I bought it in 1976 for $2,200. It’s the least expensive car here–it’s probably about $40,000. But it’s priceless in sentimental value.”

The teenaged Fink blew up, and consequently repaired, the engine, which lead to a lifetime in the auto industry.

“That got me into transmissions. If I didn’t have to replace the transmission, engine on this car, there probably would be no Certified Transmission today.”

That Firebird also got Fink into collecting,  His current array includes 54 cars, and he plans to go to 100 vehicles.

Peter-Fink-3Other cars that Fink says are favorites: “The two Superbirds are the ones that turn the most heads,” he says, referring to his 1970 Plymouth Hemi Superbird and his 1970 440 Six-Pack Superbird.

“As far as just a good all-around driving experience, The Ford GT 500. It’s still got a lot of head-turning, but for all around driving cars, those are most impressive.”

The Ford GT 500 he also claims to be his best investment, but others are certainly not stagnant. The collection includes an original “brochure car,” a Dodge XP Charger Hemi. It was never intended to be sold to the public.

Another number one, as in first off the assembly line, is the 1969 Chevelle from Nickey Chevy in Chicago, an auto dealer that is still in business today. That piece was bought from a private collector who happened to call him.

“I have private collectors that call me all the time,” Fink says. “If it’s a unique piece, I’m happy to come out and see them.”

“He’s like the Warren Buffet of cars,” says his friend Tim Harrison, the 40-year-old owner of Harrison Financial Services. Harrison himself doesn’t collect cars, but knows Fink through a forum group and has traveled with him to that Shangri-La of car collecting, the Barrett-Jackson Auto Auction.

While Fink collects often, he never sells his vehicles…make that almost never.

“My best friend, Steve Farnsworth, saw this car when he was 16, and wanted it,” Fink says of a 1968 Camaro he sold in fall 2014. “Thirty years later, he still wanted it, so when he was 46, I allowed him to buy it from me. That’s the only one I’ve sold.”

Most of these cars are not driven, with good reason. Vehicles such as his 1989 Indy Pace Car.  It’s an anniversary Trans Am version, and documented to have the lowest miles of any around.

Whether turning wrenches or turning heads, one thing is for certain. Fink’s collection is impressive.

Peter-Fink-1

Harrison Financial Services

October 21, 2013 by

Tell us about your business. Who are your clients?
Our clients are decision makers who typically have multiple advisors (lawyers, accountants, investment advisors, insurance, and sometimes even multiple wealth advisors). We understand it can get complicated getting all the advisors together and aligned with the same client goals in mind. The most important needs many of our clients have are to get the advisors to work as a team, create a written financial plan, remove the complicated industry jargon, and make the plan of action simple and understood by all. We’re not here to replace anyone on the team; rather, we act as the facilitator of new ideas, action steps, and accountability. We often make clients aware of blind spots or of strategies that are currently unknown to them.

How has your company grown?
We only work through referrals. Our commitment to consistently exceeding clients’ expectations has created a level of trust that has resulted in the right types of new client introductions from our other clients. Our firm has grown at an average of 36 percent (YOY) for the last three years.

How are you unique? What keeps your clients coming back?
We have numerous learning and social events, and we get to know many of our clients at a deeper level. This allows us to challenge them and find out what is really important to them. From there, we can create a disciplined plan to implement holistic tax and risk efficient strategies to protect and grow their assets. Most importantly, we know the “why” of what is important to our clients.

How would you describe your workplace culture? Your team members?
Our culture is one of focus and fun. We live our core values of Kaizen (a philosophy that promotes continuous improvement), servant mentality, non-negotiable integrity, work ethic, and being politely persistent. Team members evaluate each other quarterly on living our core values and key behaviors. We all own daily and weekly metrics, including discussing client feedback, to measure our results and drive improvements for better service. Everyone on our team has a voice in where we are headed as an organization. Our entire team is very involved in the community with Salvation Army, United Way, Susan G. Komen, Boy Scouts, E.O. Nebraska, University of Nebraska, and Children’s Hospital.

At the end of the day, what gives you the biggest sense of accomplishment? What do you want to be known for?
We want to earn the right to serve as our clients’ most trusted advisors. Our goal is to be recognized as the premier wealth management firm serving decision makers.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. 

Tim Harrison, MSFS, CIMA, CFP® started the business at age 18 while studying accounting in college. Upon graduating and passing the CPA exam, Tim hired his father and brother (at great personal and financial risk) and today has built a strong team. Tim is married to Traci, and they have two children, Lauren and Blake.  

Harrison Financial Services
9300 Underwood Ave., Ste 500

Omaha, NE 68114
402-891-2302
timjharrison.com