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Welcome to Harvest Financial, LLC

At Harvest Financial, we help you imagine, believe and achieve your financial dreams here in the Napa Valley.

Harvest Financial is an independently owned financial planning firm with that has been dedicated to serving our clients since 1994. Located in the heart of Napa, California, we help families achieve financial independence by working side-by-side with our clients to build a financial plan that delivers results. Whether you are just starting to save for your future or are a seasoned investor, we look forward to working with you. 

In addition to the families we serve, we also offer financial and investment services through First Allied Securities to business owners and their employees. Our commitment is to provide you with unbiased advice, impeccable service, and diversified financial resources that serve your individual needs. These are just a few of the benefits you will experience when you work with us. 

If you are ready to imagine, believe and achieve your financial dreams, contact us today.

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Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

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Taking regular, periodic withdrawals during retirement can be quite problematic.