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Who We Are

We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

Client Centered

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.

Suggested Content

Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
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Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.
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The Long Run: Women and Retirement

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
Learn More

Harvest Financial offers easy-to-apply Planning, Education and Coaching toward the goal of helping people to protect themselves from the high interest rates of banks and high taxes of the IRS. We offer Public Speaking to Churches, Schools and Civic Organizations, regular informational Zoom calls as well as one-on-one meetings both virtually and in person.

Harvest Financial Provides: 

Financial Coaching

Insurance Planning

Investment Planning