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Pasadena, California 91101

Phone: 626.768.3000
Fax: 626.395.7750

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Harvest Financial

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.


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The New Red Scare: Chinese Ownership of U.S. Debt

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Healthy Body, Healthy Pocketbook

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Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.

Traditional vs. Roth IRA

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This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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This calculator compares the financial impact of leasing versus buying an automobile.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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There are a number of ways to withdraw money from a qualified retirement plan.

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There are some key concepts to understand when investing for retirement

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There are some smart strategies that may help you pursue your investment objectives

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What are your options for investing in emerging markets?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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