Meet the Planning With Purpose Team

 

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Planning with Purpose logo

Our team consists of experienced professionals with a “hands on” approach to financial guidance. You will find our team members knowledgeable and discover that we truly care about making your dreams a reality.  As your financial professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there and continually remind you of the importance of maintaining a disciplined approach to achieving your dreams and goals.

We are looking forward to using our experience to help you pursue your financial goals. Income taxes can have a major impact on the funds available to meet goals. Our background in taxation and financial planning allows us the opportunity to understand and plan for the impact of income taxes on a financial plan.

Gerri Harrison

Gerri Harrison, CFP®, EA

Certified Financial Planner™

Gerri has been working in the financial planning and tax preparation fields since graduating from Binghamton University in 1983. She started out preparing taxes part-time while her and her husband, Lynn, raised their son, Michael. Gradually, Gerri went from working part-time to full-time doing tax preparation and planning. During those early years she took the Enrolled Agent (EA) examination. This test is administered by the Internal Revenue Service and allows her to represent clients before the IRS in tax matters. The required annual continuing education credits keep her up-to-date with the ever-changing tax laws. Gerri’s area of concentration for taxes is personal, estate, and trust taxes for her financial planning clients.  

In 2001, Gerri received the Certified Financial Planner (CFP) certification, giving her a well-rounded education in many aspects of financial planning. Today, she works with clients in investing their assets as part of an overall strategy of managing their financial well-being. She enjoys the challenge of coordinating retirement plans with other monetary needs. She works with her clients to get estate and trust documents in order, to make sure there is appropriate insurance coverage, and to help manage cash flow and debt concerns – all with a continual eye on investments and tax considerations.

As a woman and a business owner, Gerri understands the complexities of balancing work and family life. She wants to empower women to have the confidence to play a significant role in the financial lives of their families. There may be instances where one spouse outlives the other, parents might want to educate their children on securing their financial future, or a woman might remain single throughout her life. These cases highlight the importance of understanding how to manage your finances. 

Gerri wants to help her clients feel up to that task by teaching them about different financial concepts. As a result, she frequently educates and collaborates with her clients on financial literacy issues. She will typically break down complicated financial concepts in a way that most can understand during workshops, seminars, book club meetings, discussion groups, and client planning meetings held throughout the year. She loves reading or listening to books, podcasts, or webinars to find new means of improving her clients’ financial lives. She is honored to call many of her clients friends and enjoys their time together.

Contact Us

24 McKinley Ave.
Endicott, NY 13760

607.729.4144
Fax 607.786.4867

Additional Information

Visions Federal Credit Union provides referrals to financial professionals of LPL Financial LLC (“LPL”), DBA Visions Investment Services, pursuant to an agreement that allows LPL to pay the Visions Federal Credit Union for these referrals. This creates an incentive for the Visions Federal Credit Union to make these referrals, resulting in a conflict of interest. Visions Federal Credit Union is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information

*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Visions Federal Credit Union and Visions Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Visions Investment Services, and may also be employees of Visions Federal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Visions Federal Credit Union or Visions Investment Services. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, IL, KY, LA, MA, MD, ME, MI, MS, MT, NC, NJ, NV, NY, OH, OR, PA, SC, TX, UT, VA, WA, WV, WY. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value

There is no guarantee that these investment strategies will work under all market conditions. Each investor should evaluate their ability to invest on a long-term basis, especially during periods of downturns in the market.

Check the background of investment professionals associated with this site on FINRA's Broker Check.

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