Totally Different Investment Management

The Harvest Plan’s approach to investing is TOTALLY UNIQUE and different from almost any other Registered Investment Advisor.

We DO NOT Subscribe to Wall Street’s Standard Investment tenants and philosophies, which we believe are founded to increase COMPANY profits and reduce service and understanding for clients.

Our approach is built to maximize your money, not ours.

Instead we seek to provide you understanding, information and clarity so you can follow the market and gauge performance of your investments, instead of keeping you “in the dark” trusting your “guy or gal” who is a close friend or who has done it for so long, even though you don’t understand what you have, what he/she says or does or even know enough to understand how to gauge results.

Plus, we strongly advocate AGAINST many of Wall Street tricks, bad products and lack of transparency of fees, profits and manipulations.

Sometimes we save people as much or MORE money than our competition, just by helping clients avoid BAD or HIGH COMMISSION products, which are routinely and regularly offered as “a part” of a portfolio, but which are really HIGH profit centers for financial consultants and advisors.

So, more specifically, what’s different?

1. Investment choices

   We offer a very unique array of investment products and ways to diversify which are well outside the normal scope of investment advisors.

2. Methodologies

   We offer TONS more transparency and understanding that you will EVER get from any other investment advisor.

3. Value

   We don’t just sell you on a product or investment management. We offer you an ACTIVE, regular, monthly view at what is going on in the market, which includes your ability to ask questions directly to us through our money mastery class offered through The Harvest Plan. Either, become a tax client and investment client or invest at least $200,000 with us and we will automatically enroll you in our THP Master Class Program which gives you full access to us and our view on the market at least 2 times/ month. This way, you can discuss investments and “the market” with your investment advisor on a regular basis.

4. Transparency

   Our client’s understanding, organization, clarity of what they do, have, pay and how their investments function and operate are miles ahead of what almost any other investment advisor offers. And we do it for less fees and higher returns.

Schedule a 30 minute Investment Review Today and see how we are different from any and all investment advisors you have ever known!