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Our Services

Simple plans offering peace of mind in a complex life. Harvest Future Financial believes in plans that are easy to understand. We use our open architecture approach to curate the right products and strategies to fit each client’s unique needs.

Investments

Harvest Future Financial, through Equitable Advisors, LLC, offers an open architecture of brokerage and advisory platforms. These allow investors to participate in both retirement and non-retirement accounts with independent approach to your needs.

  • Retirement Planning
    • 401(k) 403(b) 457 Employer Sponsored Plans
    • IRA Rollovers
    • Roth IRA
    • Tax efficient planning
  • Education Funding
    • 529 Plans
    • Coverdell Education Savings Accounts
  • Mutual Funds
    • Over 8000 funds from 450 fund families
  • Exchange Traded Funds
    • Indexed investment models
  • Fixed Interest Investments
  • Investment Advisory Accounts
  • Brokerage Accounts

Risk Management

Through Equitable Network we offer access to a wide range of insurance providers. This allows us to take an independent approach to your life insurance, long-term care, and annuity income needs.

  • Life Insurance
    • Term
    • Whole Life / Universal Life
    • Variable Universal Life
  • Disability Income Insurance Long-term Care Insurance
  • Income and Investment Risk Management Pension Income Maximization Strategies

Planning Strategies

Simple plans offering peace of mind in a complex life.

  • Retirement Income
    • Pension Maximization strategies
    • Income simplification
    • “Wealth Box”
  • Portfolio Analysis / review
  • Fee based
  • Divorce Planning
  • Investment Holding Performance Review
  • Insurance Needs Analysis
  • Retirement Planning

Business Planning

Assisting businesses grow and protect their assets through a multitude of strategies and partnerships. We partner with leading CPAs and Attorneys, or we can work with your own.

  • Key man Insurance
  • Buy sell Agreement Funding
  • Deferred compensation plans
  • Corporate owned insurance

Dedication

Availability / Higher Purpose / Service / Process / Follow Through

Integrity

Hardwork / Honesty / Fiduciary

Relationship

Trust / Communication / Trusted Partnership / Teamwork

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