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.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Volunteering in Retirement
For many, retirement includes contributing their time and talents to an organization in need.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
At what point can you call a personal vehicle commercial?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
One way to find money is to examine your current spending habits and eliminate money wasters.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
What’s the deal with your yearly free credit report?
Second marriages are a trigger event to revisit any existing estate strategies.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Determine your potential long-term care needs and how long your current assets might last.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator may help you estimate how long funds may last given regular withdrawals.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Have you found yourself suddenly single? Here are 3 steps to take right now.
Learn how to harness the power of compound interest for your investments.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
What are your options for investing in emerging markets?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.