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Harfst & Associates

Excellence in Financial Services 

Investor Access
 
 

Services

Retirement and Financial Planning That Begins With You.

Our services encompass all your financial needs: cash flow, retirement plan options, tax and estate planning, education funding and investment management. We will analyze data about your income and expenses, taxes, insurance coverage, retirement plans, wills, trusts, investments and other information pertinent to your overall financial situation. And, we will work closely with your attorney, CPA, and other advisors to ensure a coordinated, seamless journey towards meeting your retirement goals.

Investment Planning and Asset Management.

Before making any recommendations, we will gather information about your income needs, long-term objectives and risk tolerance. We will evaluate your existing investments and develop an investment strategy reflecting your individual situation. Then we will implement the strategies, monitor your portfolio and rebalance the investments as necessary to keep you on track.

Retirement Planning for Businesses.

We provide qualified retirement plans for businesses and nonprofit organizations. We’ll assist your company with the selection and implementation of the plan that’s right for you and your company. In addition, we provide enrollment assistance and ongoing service to your participants.

Estate and Business Succession Planning.

Working alongside your CPA and attorney, we will help you develop and implement objective succession planning strategies. You can leave a legacy for your loved ones and favorite charities with a comprehensive estate plan.

Click on the links below for additional information on retirement planning, estate planning and college planning.

  • Estate planning - Trust services for the preservation of assets and the fulfillment of wishes.
  • Retirement planning - In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • College planning - What will it take to deliver the dream?

389 E. Main
Ashland, OR 97520
Phone: 541-488-2634
Fax: 541-488-0599
Toll-Free: 800-866-9219
Contact Us

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