Our Services

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.

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.

  • Self-directed Brokerage
  • Advisory
  • Annuity – fixed, index, variable
  • Group Retirement Plans

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
  • LTC
  • DI

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

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

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck