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Client Centered

Let’s Build a Life You're Excited to Wake Up To

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Imagine.

Imagine the possibilities of what you can accomplish….

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Believe.

Have confidence in your goals for the future…

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Achieve.

Let us help you achieve your financial goals and turn your dream into reality.

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We’re Harvest Financial
At Harvest Financial, we help you imagine, believe and achieve your financial dream.

Harvest Financial is an independently owned financial planning firm 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.

Creating Confidence...
Through Financial Independence

We believe the best thing you can do for your financial future is to work with a financial planner. Financial planning allows you to understand your current financial situation, see realistic goals for the future, and take the steps to get from where you are to where you want to go.

Where do you want to go? We'll get there, together. 

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Financial Planning

Do you have a financial plan to help your work towards your goals? Your most valuable asset is time. The sooner you begin to plan for your financial future, the better your chances of working towards your goals.

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Insurance

Insurance transfers the financial risk of life's events to an insurance company. A sound insurance strategy can help protect your family from the financial consequences of those events.

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Investment Management

Are you simply “invested” or do you have and investment strategy?

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Retirement Planning

When is the right time to start preparing for Retirement Income generation?

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Our Team Is<br/>Your Team

Our Team Is
Your Team

In addition to the families we serve, we also offer financial and investment services through Cetera Advisors LLC 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.

Resources

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Term vs. Permanent Life Insurance

Term vs. Permanent Life Insurance

When considering life insurance, it's important to understand your options.
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Pay Yourself First

Pay Yourself First

It sounds simple, but paying yourself first can really pay off.
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It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

Learn about key investment principles that will help you navigate the unpredictability of the financial markets.
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Speak with an Financial Professional

Let’s connect.
If you’re ready to begin building a plan that can help provide confidence about your financial future, click here to get the conversation started.

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