Treuting, Harris & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Spencer Harris

Spencer Harris

Financial Advisor

Vice President
Visit Spencer Harris's website
Paul Treuting

Paul Treuting

Financial Advisor

Vice President
Visit Paul Treuting's website

Team

Amy Wildenfels

Amy Wildenfels

Client Service Associate,

Operations Specialist