Putting People First, Making Money Last.......
At Harvest Financial Group, LLC, we believe that an informed, educated client is our best client.
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.