Helping you plan a secure future!
We are a forward thinking group of "Wealth Coaching and Financial Protectors." Providing peace of mind that what you consider most important is protected, your loved ones, your income, your health needs and providing a complete solution.
Some people dream of success. We make it happen.
Seventy-five percent of Americans agree they would benefit from having basic financial education and information. Source: The 2015 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
Our mission is to partner with people like you, people who are busy yet understand the need to get their financial house in order. We strive to be the first resource for our clients financial needs, we listen to you, learn your goals and develop a time-tested plan to get you there.
It is our responsibility to do our best to provide our clients with the information necessary to make the most informed decision possible regarding their financial situation.
We start with you, our recommendations are based on needs, lifestyle, family values and income requirements. We can custom fit a retirement plan around your budget, assets, and dreams. We are not risk takers and specialize in offering safe money ways to achieve the desired results, that we hope will match what you tell us is important. We work to build plans that provide sufficient income, while providing against market loss.
Our team approach is , different we leverage modern day technology, by conducting nearly all of our business efficiently, via webinar, zoom meetings, via phone and web video conferencing. In this new age of social distancing, its important to keep everyone safe. We operate in a two meeting Format.
The first session is about 30 minutes and this is to learn about you, your situation, financial goals and objectives and concerns, the better we understand you and whats important to you, the better we can custom tailor your personal planning.
The second planning session can last over an hour or more and is about going over your options based on all our research and the information given by you and helping you implement and put things into motion because life rewards ACTION--not good intentions.
Check out this great video
Michael Harvey began his investment career in April, 1999 as a wholesaler with The Hartford. Michael, then joined Jackson National life in 2002, as a Regional Vice President, territory manager covering the Pacific NorthWest. leading the company in sales for nine straight years, and becoming the top producing wholesaler for indexed and fixed annuities for Jackson National Life. In March of 2011, Michael moved to Symetra Life Insurance to help launch their flagship indexed annuity, and promote life insurance to Bank Chanel advisors.
In May 2012 Michael excepted a new challenge with Aptus Marketing Group in develop the West Coast Market place. In this new position he developed both Retail and Wholesale markets.
This opened the door for Harvey Financial Group to take place. Harvey Financial Group, is a collection of specialized financial, tax, legal, and Insurance professionals. We draw upon a full complement of conservative products to construct the most appropriate retirement planning possible.
Greg is currently our Registered Investment Advisor ( RIA ) affiliated with Cowdell Investments LLC, a registered RIA.
Greg has over 25 years of industry experience, working as an internal wholesaler at Jackson National, Regional Vice President at Jackson National, and for the past six years working directly with clients. He has become a value added part of the entire team, giving us the ability to Manage Money, and provide advisory services to you vast client base
Candace Cutler is a certified Estate Planner with 28 years of experience. she heads a team of tax, retirement and investment experts. In 2000 she was named one of the top Professional Women in the United State at ceremonies in Boston. She has 2 children, and 6 grandchildren. She enjoys horseback riding, scuba diving, sewing and time on her mini-ranch in Auburn.
She has partnered with Harvey Financial since 2016 and continues to serve her community, we are a team.
Karen Blanton is a well know financial educator providing strategic financial workshops in the Willamette Valley of Oregon for over 38 years. She graduated with a bachelor degree in business administration and went on to complete studies that earned her the title of Certified Annuity Counselor and Long Term Care counselor. She is on the National Registry of Elder Planning Advisors, and is a long standing member fo NAPA and LUTC. She continues to provide financial and estate client services to the AAA clients of Oregon. Karen is the principal owner of Premier Senior Services, and has assisted investors in Oregon since 1982. Karen has been associated with Harvey Financial Group as a business partner since 2012.
We can get it done.
Zoom meetings have now become an important way of doing business, in this COVID 19 environment we now live in. its easy to request a meeting with us, consultations are just send us an email away.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
michael@hfgroupsolutions.com Toll Free : 888-212-6222 My Office Cell : 425-830-1245 Office Locations in Arizona, Washington, Oregon. Washington Office Location: 1624 Broadway Everett, WA 98201 Affiliated with American Senior Resources.
Monday - Friday: 10am - 4pm
Saturday - Sunday: By appointment
Harvey Financial Group
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