Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Our Values

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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It’s an honor to know that clients trust and depend on us to guide
them through both good and, more importantly, difficult life events.

- Roger H. Ingwersen

Meet Our Team

Our unique Harvest Wealth Management for Life puts it all together so that you can benefit from many harvests over the years, whether it’s purchasing your first house, funding a child’s college education, or, ultimately, enjoying in retirement the harvest bounties you built over your lifetime.

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Download our Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, we're here to help. This Ebook has the tools you need to get started developing your Social Security strategy.