The word “harvest” can be used in several ways. For instance, farmers work tirelessly tilling the soil, sowing the seeds, and nurturing the crops until they are ready for nature’s harvest. But the word can also be applied to describe your financial harvest.
You have worked hard building your career or business, budgeting responsibly and saving diligently for the upcoming harvest in your life known as retirement.
At Harvest Wealth Advisory of Raymond James, we understand how hard you’ve worked to cultivate your wealth, and our dedicated team of financial advisors is here to help with your harvest – so you can enjoy your well-earned retirement.Learn More
There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.
We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
Whether planning to build a home by the lake or help your daughter launch a business, you need a well-conceived plan in order to succeed. Pursuing financial independence is no different. Whether you’re looking to grow your money over time, generate income in retirement or preserve wealth for future generations, confidence in your financial plan comes with knowing your assets are invested well.
You understand all too well the effort that goes into creating a successful business. It is no surprise that a successful transition – whether it be selling all or part of your business or passing it on to an heir – requires substantial work as well.
Endowments & Foundations
Think all financial planners are “certified”? Not true. As a Certified Financial Planner™ professional, Jef Lockman has a high degree of knowledge in the areas of financial planning, taxes, insurance, estate planning and retirement.
A holistic approach to investing is what Greg Sieber believes brings superior financial solutions. With a career spanning over 35 years in financial services, Greg’s investment consulting experience is a respected necessity.
We know that financial management and taxes go hand in hand. Aaron Galloway has in-depth knowledge of tax strategies designed to mitigate taxes.