Life Events

Wealth Management for Life Events

When life changes, so do your personal finances. Anticipating profound change isn’t always possible, but there are proactive steps we can take to increase our preparedness for whatever life throws at us.

When it comes to individual and family wealth management, it pays to have a plan. The Harvest Group will help you prepare for all of life’s events so that you can spend more time enjoying the journey. Through our Harvest Wealth Management for Life™ service and its Lifetime Financial Management capabilities, we will help you identify all your planning needs and work with the correct expert to implement them effectively for events such as:

  • Birth and Adoption
  • Marriage and Divorce
  • Job or Career Change
  • Children and Grandchildren’s Education
  • Retirement
  • Loss of a spouse or other family members
  • Sale of family assets or business

In planning for your life events, our family team of CERTIFIED FINANCIAL PLANNERS™ will consider your timelines, retirement vision, investment goals, and personal wishes for wills and succession planning. We will then ensure these goals align with our broader portfolio management strategy.

At The Harvest Group, we believe it is never too early or too late to start planning for life’s important events. Contact us below to see how we can help you manage your life events.

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