Invest with Harvest
Invest with Harvest
Investment Planning
Investment Planning
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Average Duration is 8-10 Years
Lowest possible risk/reward. Just need the "duration" to work.
So, it's perfect for Roth's, IRA's and Retirement Accounts
Lowest possible risk/reward. Just need the "duration" to work.
So, it's perfect for Roth's, IRA's and Retirement Accounts
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Better than The Wall Street Standard
Review of IRS (or state) letter re: tax return.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
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The Wall Street Standard, just a little less expensive.
Review of IRS (or state) letter re: tax return.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
1. Send letter, all pages, front and back, legible to Mark
Fax: 949-203-2100, Email: moneyplancoach@gmail.com
OR Secure upload your docs: CLICK HERE
2. Once reviewed, we will either email you instructions or will advise to meet.
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Want to talk about it?
Set up a meeting, below:
Want to talk about it?
Set up a meeting, below:
Set up a meeting, below:
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$125 for new clients, $100 for existing clients.
This includes any/all of the following topics: Investment Planning, Tax Planning, IRS Letters, Business Formation, Real Estate, Mortgage, Insurance and most all other personal and business Financial Topics
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$225 for new clients, $195 for existing clients.
Same as above (25 Minute Financial Consultation, just longer).
If you are not sure whether you need a 25 or 50 minute meeting, just book a 50 minute meeting and cancel the second half at no charge after 25 minutes.
If you are not sure whether you need a 25 or 50 minute meeting, just book a 50 minute meeting and cancel the second half at no charge after 25 minutes.
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Mark Harvey will fully review and explain client situation, product, needs, etc.. Then, he will offer a non-biased, fair and honest opinion and options, which includes consultation and advisement so you will gain education and information necessary for your best plan.
Mark will recommend a change ONLY if
he can save you time and/or money.
For our time and expertise, we ask for your willingness to consider a "change in paths" to work with us, should Mark be able to offer quality and significant improvements.
Please send us or be prepared to email, text or upload at time of appointment any and all documents relevant to the topic we will be discussing.
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. If you choose to view Mark's screen, at the time of meeting: CLICK HERE
Mark will recommend a change ONLY if
he can save you time and/or money.
For our time and expertise, we ask for your willingness to consider a "change in paths" to work with us, should Mark be able to offer quality and significant improvements.
Please send us or be prepared to email, text or upload at time of appointment any and all documents relevant to the topic we will be discussing.
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. If you choose to view Mark's screen, at the time of meeting: CLICK HERE
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90 Minute Screenshare Financial Plan is $595... $395 for ongoing clients.
Below is an Alternative to consider
same experience, less money, but in a webinar:
same experience, less money, but in a webinar:
FREE Financial Webinar. We do these regularly and DO NOT charge a fee. This is a group seminar where we do a live training and walk you through our proprietary, award winning, The Harvest Plan Software. It is our goal, through that program to "teach you how to fish!" We offer discounts on ongoing financial planning and a discount to our software should you fully attend one of those webinars.
However, if you want ESCLUSIVE ATTENTION and don't mind paying a few bucks, $595 paid to us will afford you the least expensive and best Financial Planning Session you have ever had. It will include an overview of EVERYTHING from income, real estate, credit, retirement and investments, insurance, budgets, and more!
At time of meeting call Mark Harvey at: 949-733-9100. The audio will be done via phone. Be prepared on a home computer or laptop with good internet reception to view Mark's screen, at the time of meeting: CLICK HERE
