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.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
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.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
Knowing the rules may help you decide when to start benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Ascertaining the value of your business is important for a variety of reasons.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are a number of ways to withdraw money from a qualified retirement plan.
Here is a quick history of the Federal Reserve and an overview of what it does.
Do you know these three personal finance sayings?
There are a few things to consider when buying or leasing your next vehicle.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
There are three things to consider before dipping into retirement savings to pay for college.
Around the country, attitudes about retirement are shifting.