Harvest Financial Group

Putting People First, Making Money Last.......

At Harvest Financial Group, LLC, we believe that an informed, educated client is our best client.

Watch Our Retirement Video

Our advisors take the time to listen to your needs and concerns and assist you in making educated decisions so you fully understand the range of investment options that are available to you.

At Harvest Financial Group, LLC, we work alongside you to tailor your financial strategies to assist you in acheiving your specific lifetime goals and objectives.

In addition, our advisors will help you determine your "risk profile" and customize a strategy for you and your family that is congruent with your "risk tolerance".  Your personal preferences as well as your age and your cash flow needs are but some of the many factors that we use to determine your conservative investment allocation. 

We'll take the time to educate you about today's conservative investment options, which are now more numerous than ever before.

Every sound  money strategy should built to be as tax efficient as possible.  The impact of taxes should always be taken into consideration when developing an investment plan.  Are you overpaying on your taxes? 

Down through the ages, even the most successful people have employed "coaches". Why?  To make themselves better. We would like to assist you in making the right strategic investment decisions for you and your family.

At Harvest Financial Group, LLC, we put clients interests above our own, and quality relationships with our clients is the highest priority.

 
Calculators

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

Newsletters

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

Averaging Ups and Downs

Stock market volatility was the norm in 2011, and that can be hard on an investor’s nerves. Utilizing a dollar-cost averaging strategy may help even out your portfolio’s ups and downs, as explained in this article.

Preparing to Turn the Corner

What happens to a multiple-owner business when one of them chooses to retire or must leave suddenly for some other reason? Death, disability, divorce, & bankruptcy are just a few of the events that can affect one owner and threaten the future of the business. This article discusses the reasons why it may make sense for a small business to have a buy-sell agreement in place.

More Newsletters →