Financial Advisors in Portland, ME
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About Harvest Asset Group
Support for your financial decisions over the long-run.
Financial decision making can be complex, particularly when approaching financial independence or retirement. The economy can cycle through periods of growth, stagnation, recession, and even depression.
Your decisions during these times can be the biggest drivers of your financial success. That's why we offer partnership, guidance, and education to help you navigate through changing personal circumstances, market and economic cycles, tax changes, and shifting regulatory environments.
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Who We Serve
How We Add Value
Think of us as physicians for your financial health
We help you live a financially healthy life by developing strategies that help you
build sustainable wealth and answering questions that might come up along the way.
Financial Planning & Coaching
We review your circumstances and encourage you to take advantage of existing opportunities.
Planning and Investment Integration
We help manage the investment risk and tax consequences of making distributions.
Disciplined Investment Process
We seek the best total after-tax return consistent with the level of risk taken.
Featured Webinar
How We Help Physicians Plan For Financial Freedom
A Quick Overview Of What It’s Like To Work With Harvest Asset Group
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