Legacy Solutions - HOME
Legacy Solutions - Values-Based Consulting by David Harris Company

Professional Advisors

"I recommend David Harris to any investment advisor. David lends his expertise in charitable trust mechanisms with due consideration of the whole financial picture."

- Mr. S...... K....., Investment Advisor,

"David's detailed knowledge of charitable vehicles helped us improve a major transaction. He gave us numerical analyses that expensive planners in San Francisco couldn?t."

-- Ron Harbin, Advisor,
Santa Rosa

"The plan David developed actually resulted in greater financial return to our family than we would have gotten doing the easy thing - a little planning & paying the taxes on all of the capital gains.

"We were able to make both a remainder trust and current gifts to our environmental interests, totaling nearly $1 million, and still get the cash we wanted from this business transaction."

-- Warren Linney, CEO,
Broadlink Communications, Santa Rosa

Visit BroadLink Communications Web Site.

Legacy SolutionsSM

David J. Harris, Ph.D.
Principal Consultant
355 Gemma Circle
Santa Rosa, CA 95404-2733

Tel. (707) 539-0241

Legacy Solutions

If you have any comments or questions about our site, 

please email Webmaster Kahl Consultants at legacywebmaster@kahl.net

© 2002  David Harris Company .
All rights reserved. Copyright
Return to TestimonialsBackUpTop