Welcome to The Harvest Plan
Hi, my name is Mark Harvey and I developed ``The Harvest Plan.``
Here is my experience and the basis from which I have created The Harvest Plan, software & knowledge base
1990 : licensed as an insurance agent: Life, Health, Disability, Long Term Care… have placed and continue to offer hundreds of insurance policies
1991: Licensed to offer investments, retirement planning, etc.. – series 6 & 63 continue to manage millions of dollars of investments
1996: Licensed as real estate agent: Offered mortgages and real estate via nationwide lender originated over a 1000 mortgages and hundreds of real estate transactions
2000: Licensed as casualty insurance broker: home, auto, umbrella and commercial insurance have placed and continue to offer hundreds of insurance policies
2002: Licensed as real estate broker: Approved to hire real estate and mortgage licensees to work under my supervision. Founded, Harvest Finance & Mortgage, Inc.have trained, hired and fired dozens of real estate and mortgage professionals
2004: Developed “NoLoseLoan” Software, which was marketed nationwide to mortgage lenders developed with my team of loan officers and still loved by all clients who use it.
2007: Developed “Money Decoder” for financial advisors to assist consumers with financial planning Now re-branded as “The Harvest Plan” and now available to consumers.
2011: Tax Preparation first offered through Harvest Finance & Mortgage, Inc. now offer tax preparation services to individuals, corporations, trusts, etc…
2012: Established Mark T. Harvey Investments, Registered Investment Adviser. Approved to hire and supervise investment adviser representatives for all investment types and offer financial services of all kinds for fees. offering financial planning, investment management, and portfolio management.
2015: Certified as IRS Enrolled Agent: approved to act for clients in any and all mannors with IRS for purpose of taxes, negotiations, IRS Audits and Resolutions prepare taxes, IRS problem solving, tax planning and bookkeeping..
WHY CHOOSE US ?
The answer is ``Simple`` The Harvest Plan is by far and without a doubt:
The Best Over-all, Fully-Integrated Financial Planning Software.
The Best Way for consumers to improve financial decision-making.
The Easiest-to-use and simplest method to organize your finances
The most credible & transparent way to understand Consumer Finances.
THE LEAST EXPENSIVE TOOL FOR FINANCIAL PLANNING AVAILABLE!
DEVELOPER OF THE HARVEST PLAN
Mark Harvey
Financial Adviser since 1990
Areas of Expertise, Licenses, Certifications and 3rd Party
"Yes, it's a lot to maintain all of these licenses, but at the same time it's part of what helps me keep learning and adding value to The Harvest Plan and all our clients.
Testimonials
Referred to Mark in the early 2000's, we have used Mark & The Harvest Plan for everything from Eliminating our Debt, Real Estate Purchasing & Mortgages... and he is The Real Deal. He has saved us tens of thousands, delivers on his promises and has proven over and over again that he and his outside-the-box system, insider-knowledge, tips, tricks & secrets have ``saved us many more thousands on multiple occasions.`` His knowledge, experience & the way he has packaged his financial consulting and advisory system just can't be rivaled. All at an amazing cost - a fraction of the time and dollars we'd pay anyone else, but yet Mark delivers always delivers a superior end-result. We are forever believers...Dean and Andrea
Mission Viejo, CA
I've been going to Mark to get my taxes prepared for several years and cannot speak highly enough about his level of knowledge and professionalism! He is by far one of the nicest guys on the planet- extremely thorough, an expert in his field and I wouldn't consider trusting anyone else with my tax returns or financial planning!Lori M.
People don't care how much you know, until they know how much you care. That's what Mark is all about. I have been his client for a few years now and it's not always about ``how much am I getting back ``. Mark could have been a teacher. He takes the time to explain all the details and on top of that he is extremely knowledgeable about personal financial planning. I highly recommend Mark!!!Sam M.
Huntington Beach, CA
The Harvest Plan for the past 3 years now and would highly recommend this service. For a guy like me taxes and financial planning has a language that I just don't understand, so it's awesome to have a guy like mark who always takes the time to help me understand what my options are and how to effectively utilize the resources which are available to me.Jarrett L.
Oceanside, CA
This is my 3rd year with Mark for tax preparation. Mark is very knowledgeable and uses state-of-the-art tax prep software, which I consider a huge benefit. This year, we performed my entire tax preparation and filings online, which was extremely convenient. I love his embrace and use of technology. He continually improves his processes and systems each and every year. I would definitely recommend Mark for your tax and financial needs.Fielding P.
Brea, CA
Extremely professional and helpful! I have worked with Mark for several years with respect to my tax filings, and recently had him assist with my financial advisory! Mark is not only savvy, he is genuinely cares about his clients. He easily breaks down strategies, opportunities, and risks into terms anyone can understand and guides you down the correct path to roadmap the perfect financial plan. I recommend him with heights regardsBrandon M.
Los Angeles, CA
Mark & the Harvest Plan team have been an incredible help with my personal/family financial planning and taxes. He has become a significant trusted advisor and friend. I look forward to working with Mark for many years to come!Carly G