Protect Your Wealth. Achieve Your Financial Goal.
Our one-stop financial platform will make it easier for you to manage your financial plan.
Financial Services
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Harvest’s independent agents work with you to provide a clear financial strategy to go from where you are to where you want to be through
• Financial Needs Analysis
• Financial Goal Setting
• Strategies to Achieve Your Goals
Insurance Protection
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Life‘s scenarios can vary from person to person, and from family to family. Our insurance products can help cover you and the one you loves and help prepare you for when the unexpected happens:
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Auto & Home Insurance
• Commercial Insurance
• Health Insurance
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Insurance Protection
Life‘s scenarios can vary from person to person, and from family to family. Our insurance products can help cover you and the one you loves and help prepare you for when the unexpected happens:
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Auto & Home Insurance
• Commercial Insurance
• Health Insurance
2
Insurance Protection
Life‘s scenarios can vary from person to person, and from family to family. Our insurance products can help cover you and the one you loves and help prepare you for when the unexpected happens:
• Life Insurance
• Disability Insurance
• Long Term Care Insurance
• Auto & Home Insurance
• Commercial Insurance
• Health Insurance
Education Planning
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Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:
• Preparing for college funds
• Financial aids
• 529 plans, UGMA, and UTMA
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Education Planning
Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:
• Preparing for college funds
• Financial aids
• 529 plans, UGMA, and UTMA
3
Education Planning
Whether preparing to send your first or fifth child to college/university, we can help you begin saving now with:
• Preparing for college funds
Retirement Planning
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The reality is, we’re living longer than ever before, however, more and more people have insufficient funds to retire. HARVEST and our financial professionals can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice:
• Annuities
• IRA
• 401K
• Define Benefit Plans
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Retirement Planning
The reality is, we’re living longer than ever before, however, more and more people have insufficient funds to retire. HARVEST and our financial professionals can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice:
• Annuities
• IRA
• 401K
• Define Benefit Plans
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Retirement Planning
The reality is, we’re living longer than ever before, however, more and more people have insufficient funds to retire. HARVEST and our financial professionals can help prepare you to enjoy your golden years to the fullest with the retirement strategy of your choice:
• Annuities
• IRA
• 401K
• Define Benefit Plans
Estate Planning
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We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes:
• Life Insurance Trusts
• Wealth Replacement Trusts
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Estate Planning
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes:
• Life Insurance Trusts
• Wealth Replacement Trusts
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Estate Planning
We help you keep more of what you’ve earned. Working with your tax and legal professionals, we’ll develop a strategy to help preserve your legacy and avoid it decreasing due to federal and, in the United States, estate taxes:
• Life Insurance Trusts
• Wealth Replacement Trusts
Family Office
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As a private wealth management advisory firm that serves ultra-high-net-worth individuals (HNWI), we provide comprehensive wealth management services. Including:
• Investment strategy and management
• Tax planning
• Estate planning
• Philanthropic planning
• Family education & multi-generational planning
• Lifestyle management services
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Family Office
As a private wealth management advisory firm that serves ultra-high-net-worth individuals (HNWI), we provide comprehensive wealth management services. Including:
• Investment strategy and management
• Tax planning
• Estate planning
• Philanthropic planning
• Family education & multi-generational planning
• Lifestyle management services
6
Family Office
As a private wealth management advisory firm that serves ultra-high-net-worth individuals (HNWI), we provide comprehensive wealth management services. Including:
• Investment strategy and management
• Tax planning
• Estate planning
• Philanthropic planning
• Family education & multi-generational planning
• Lifestyle management services
Life Leads Finance. Finance Serves Life.
Harvest Financial Group is committed to make complicated financial concepts easy understanding, make wealth management a more relaxed experience of customers’ life, and lead customers to explore wealth life.
