Lifetime Financial Planning

Financial Planning with a Long-Term Perspective

“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein

The lack of a comprehensive financial plan is one of the biggest sources of worry for individuals and families looking to secure their financial future. Conflicting information about how to manage investments, income, and wealth transfer can often undermine your efforts to effectively plan for the future.

On one side of the ledger, there are resources such as income from your employers or pension, social security, or other government benefits, and income from your investment assets. On the other side of the ledger, there are needs that vary with each individual and family. By aligning your sources of income to what you need to support your lifestyle, we determine a “probability of success” for achieving your financial goals.

Concurrent with this strategy is the need to produce the best possible investment returns that are consistent with your level of risk tolerance, and to do so in a way that mitigates taxes while maximizing cash flow.

A Wealth Enhancement Process to Achieve Growth and Preservation Goals, Maximize Tax Efficiency

At The Harvest Group, we believe there is a better way to manage wealth for both you and future generations to enjoy. As a family team of CERTIFIED FINANCIAL PLANNERS™, our focus is lifetime financial security for individuals and families. Our fiduciary standard of care directs all of our tailor-made financial planning services. By joining the Harvest Wealth Management for Life™ program, you will receive a combination of discretionary portfolio management, quantitative research, and integrated financial planning — not once, but over your lifetime (and potentially, generations). This includes developing a strategy designed to meet your specific needs and personal risk tolerance.

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