At Harvest Financial Group, we customize each plan based on the unique needs of each individual client. We know everyone has different goals and aspirations, and we build a plan that aligns with them.
Investment Management
Financial and retirement assets can be held in a variety of accounts, each with its own level of complexity and maintenance. We help manage your accounts to fit your risk tolerance and your financial goals. Aligning your portfolio allocations with your risk tolerances is important to help you be comfortable with your investments.
Insurance
Retirement Income Planning
Retirement can be an exciting as well as scary time of life for some people. Leaving a job with a steady paycheck and relying on other sources for that income can be difficult to think about. We build a plan on how to take the money you worked hard to save and make it easy for you to see where that income comes from.
Legacy Planning
Social Security Maximization
Choosing when and how to draw Social Security can be a tough decision. A number of factors can impact your options and decision making. We can help you navigate the possibilities, so you get the most from your hard-earned benefits.
Business Retirement Plans
Tax Minimization Strategies
Taxes will always be a part of life, but we can review your assets as well as current and future cash flow to see if strategies to potentially reduce taxes might apply in your situation. Every dollar saved today can work for you in retirement.
Workplace Benefits and Defined Benefit Pension Maximization
Securities and Advisory Services offered through CreativeOne Securities, LLC, Member FINRA/SIPC and an Investment Advisor. Harvest Financial Group and CreativeOne Securities, LLC, are not affiliated.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 21250 - 2021/8/11