Gain from an independent perspective.
Harvest Financial is an independently owned financial consulting firm whose principals have more than eighty years of combined experience providing dedicated personalized service to our clients. Our independence allows us to offer you an unbiased objective approach to serving your investment needs.
Whether you are just starting to save for your future, or are a seasoned investor, Harvest Financial has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services to business owners and their employees. Our commitment is to always provide unbiased advice, impeccable service, and diversified financial resources to serve your individual needs … that’s one benefit of an independent perspective.
What's Your Risk Number?
Click on the button below to determine your Risk Number, which objectively calculates your true risk tolerance utilizing a scientific framework that won the Nobel Prize for Economics.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Read this overview to learn how financial advisors are compensated.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are five facts about Social Security that might surprise you.
Have you explored all your options when it comes to managing your taxable income?
How do the markets usually react to elections? Was the 2016 election any different?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
A special needs trust helps care for a special needs child when you’re gone.