Plan for Your Financial Future,
Starting Today

Our team is committed to helping you make your dream retirement a reality.

Our Team

At Triforce Advisors, we believe you deserve to live the retirement of your dreams. That’s why we’ve dedicated our lives to helping clients design and implement successful financial strategies to reach their goals. If you’re looking for a team to guide you at every step on your retirement journey, we’re here to help.

AJ_Harmon

Andrew Jared Harmon Founder | Investment Advisor Representative

Andrew Jared Harmon

Founder | Investment Advisor Representative

Andrew “AJ” Harmon is an independent financial professional and the founder of Triforce Advisors, a retirement solutions company. AJ began his career in insurance in 2009 when he joined the team at Primerica, a company that provides insurance and financial solutions. It was while working there that AJ discovered his passion for finance and obtained his life and health insurance licenses, as well as his Series 6, 63. He later left Primerica to obtain his Series 65 license and operate as an Investment Adviser Representative.

AJ believes in a comprehensive and holistic approach to financial planning with a focus on optimization. As a former swim and track coach, AJ has always had the heart of a mentor and educator. He believes in educating his clients to that they are equipped to make financially-savvy decisions. While AJ is happy to work with individuals from all walks of life, he has build a practice that is also focused around the unique needs of women and minorities when it comes to retirement planning and financial education. His experience has put AJ in demand to work with clients in the areas of:
• Optimization-First Retirement Strategies
• Tax-Efficency Planning
• Long-Term Financial Planning
• Life Insurance Options & Benefits, Medicare, and Disability Income Planning
• College/Education Planning
• Legacy Planning/Long-Term Care Planning
A life-long resident of Rhode Island, AJ is a graduate of the University of Phoenix with a B.S. in Business
Finance. In his free time, AJ works on and races cars; this passion actually lead to his obtaining a degree in
automotive technology. An animal lover with a home full of pets, AJ and his long-term partner Kristina also
have a young son, Andre.

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Take Control of
Your Future

Your life and your dreams are unique to you. Your financial strategy should be, too. We can help you build a financial strategy that fits your lifestyle, using the following services:

retirement-income

Retirement Income Strategies

wealth-management

Wealth Management

annuities

Annuities

investments

Investments

ira-401k-rollovers

IRA/401(k) Rollovers

asset-protection

Asset Protection Strategies

life-insurance

Life Insurance

tax-efficient

Tax-Efficient Strategies

long-term-care

Long-Term Care Strategies

ira-legacy

IRA Legacy Planning

Insurance products are offered through the insurance business Triforce Advisors. Triforce Advisors is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Triforce Advisors are not subject to Investment Advisor requirements. AEWM and Triforce Advisors are not affiliated companies.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Investing involves risk, including the potential loss of principal. Triforce Advisors is not affiliated with or endorsed by the U.S. Government or any governmental agency.

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To learn more about Triforce Advisors or to schedule a no-obligation meeting, contact us today!

By submitting your contact information, you consent to be contacted regarding retirement income strategies that utilize investments and insurance products.