Our Story
A Harvest Point occurs when you realize the fruits of your labor. Whether it’s your life’s work culminating in successful retirement, a disciplined savings approach that allows for your child or grandchild to attend their dream school or faithful stewardship that creates a lasting legacy, we serve as your professional advisors, empowering and equipping you to pursue your next Harvest Point.
What’s your next Harvest Point and how can we help you get there?
Pictured: one of our clients, Dan, on safari in Australia.
Our Mission
Providing you with personalized financial guidance that will equip you to best steward your time, talents, and treasures as you live out your purpose up to, and through, retirement.
Our Values
- Servant Leadership: You—the client—are always first.
- Transparency: Expect honesty and integrity in everything we do.
- Empathy: We listen to you in order to understand, and then we serve.
- Excellence: Our unrivaled work ethic, vast experience and customized knowledge are individually applied to your circumstances.
- Generosity: It permeates everything we do, including giving back to those in need here in our community and the communities of our clients around the country.
We strive to live out these values each day as we serve our clients.
Our Vision
To help you turn the fruits of your labor into retirement with a purpose and leave a legacy made up of more than money to your healthy, growing family and local community.