Private Families
Financial planning for private clients is about bringing all the pieces of your financial life together into a thoughtful and cohesive strategy. It’s about ensuring your investments are aligned with your goals, your cash flow supports your lifestyle, and your tax and estate plans protect what matters most. We also consider how insurance fits into your overall security, creating a plan that adapts as life changes. At Harvest Horizon, we focus on simplifying complexity, giving you the clarity and confidence to move forward with purpose and peace of mind.
Financial Planning
Investments
Retirement
Tax Strategy
Cash Flow
Estate Planning
Insurance
First Meeting Essentials
Financial planning encompasses much more than a checklist of topics; it’s about addressing all the elements that shape your financial picture.
Bringing as much information as possible to the first meeting lays the foundation for meaningful and accurate recommendations.
While some details may take time or effort to uncover, each one strengthens the clarity and effectiveness of your plan, ensuring every aspect of your financial life aligns with your goals.
Investments
Employer Plans, IRAs, Brokerage and Joint Accounts, CDs, Money Market Savings
Insurance
Life, Long-Term Care, Disability, Home, Auto, Agent Contact
Estate Documents
Trust, Wills, Powers of Attorney, Legal Advi
Debts
Mortgage, Student Loans, Credit Cards, Personal Loans
Tax Returns
Most Recent Tax Returns, Tax Advisor Team Contact