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.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Measuring the Value of a Financial Advisor
Ever wonder what the real value of a financial advisor is? It’s not just added portfolio returns.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
It sounds simple, but paying yourself first can really pay off.
Bonds may outperform stocks one year only to have stocks rebound the next.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
What are your options for investing in emerging markets?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Are Real Estate Investment Trusts right for your portfolio?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Making the most of surprises is a great reason to work with us.