2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
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.
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.
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.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
AI Tools Changing Retiree Entrepreneurship
The impact that Artificial Intelligence (AI) tools can have on retirees with a consulting or small business venture.
3 Estate Challenges for Blended Families
This article will help your clients with blended families think and prepare their estate strategy.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
Financially Savvy at Six Figures
Help your clients with these practical steps to make the most of their six-figure income.
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The Pros and Cons of an NUA Strategy
Learn the advantages of a Net Unrealized Appreciation strategy with this helpful article.
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Perception vs. Reality
Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.
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