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.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
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.
Tips to avoid checking in luggage on your next vacation.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your capital gains tax.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
What are your options for investing in emerging markets?
$1 million in a diversified portfolio could help finance part of your retirement.
What if instead of buying that vacation home, you invested the money?
Have you found yourself suddenly single? Here are 3 steps to take right now.
What does your home really cost?