Know Your Roots
“Our deep respect for the land and its harvest is the legacy of generations of farmers who put food on our tables, preserved our landscape, and inspired us with a powerful work ethic.” – James H. Douglas
Preparing the soil
“When solving problems, dig at the roots instead of just hacking at the leaves.” – Anthony J. D’Angelo
Planting the seed
“Before the reward there must be labor. You plant before you harvest.” – Ralph Ranson
reaping the harvest
“It is like the seed put in the soil – the more one sows, the greater the harvest.” – Orison Swett Marden
We seek to develop deep and personal relationships with clients, helping them see their opportunities and build the wealth they need, with room to fulfill their dreams for a life well lived.
What We Do
Harvest Moon stands as the member of your farm family who helps guide the path to eventual financial success for you and your future generations.
Prosperity begins with a deep understanding of your financial roots. Our goal is to partner with you to help you reap a rich harvest. We begin by asking, “What is most important to you?” From there, we take a close look at your income, assets and liabilities – the elements that bind to form the roots of your prosperity.
For more than three decades, we have been solid partners to our clients, helping them learn and grow financially. We offer an array of financial planning services to develop those roots and plan for a successful harvest.
“A farm is more than land and crops;
it’s a family’s heritage and future.”
We begin by asking, “What is most important to you?”
We begin with a plan and plot the direction, always focused on your short-, intermediate- and long-term, wealth-building goals. Then, just as the farmer surveys the crops, together we strategically track your progress and check in with you regularly to evaluate it.
We help guide the path to eventual financial success
The prosperous farmer prepares the soil with a vision of short-, intermediate- and long-term success, and before plowing they plot the direction of the furrows. We take the same approach to growing your rich harvest.
We offer an array of financial planning services
“The kind of soil in your area determines the type of crop you will plant to harvest; The kind of potentials in you will decide the type of success you will celebrate.”
- Financial Planning
- Lifetime Income Planning
- Business Succession Planning
- Legacy Planning
- Estate Planning
- Life & Health Insurance
“A farm is more than land and crops; it’s a family’s heritage and future.”
Who We Serve
We consider Harvest Moon to be part of the service industry, much like the farmers who serve the food industry. We are truly here to serve you, your family and the generations of family who will come after you. Whether you are in your early 20s, starting a bustling career or planning a dream wedding, or if you have busy young children and want to ensure you are saving for their college and your retirement, we’re here as a financial planning partner in service to you. We have worked with a spectrum of individuals, couples and families who have trusted us to help build a solid foundation and then manage and grow their wealth.
The best way to accumulate wealth is to start planning early. Whether you are new to a career and want to strategically set aside funds for your future, or have had changes in your life and need help with a new financial plan, we are here as a trustworthy partner.
Whether you are newlyweds or years down the road in your marriage but have not yet taken the time to create a plan for your financial future, we are ready to step in and guide you in the process. We’ll help ensure you have the safety net you need down the road for you two as a couple and perhaps other family members.
Taking financial care of a family, and knowing what to plan for to ensure success for all is something we enjoy doing. We know how to prepare for the expected and the unexpected, and we make sure your plan grows and changes along with your family.
“Learning to Do, Doing to Learn, Earning to Live, Living to Serve”
– Future Farmers of America Motto
We help examine where you are now, then develop the plan to get where you want to be in the future.
Lifetime Income Planning
We’ll partner with you as we choose and implement a strategy that produces the assets you will need for your future.
Business Succession Planning
We help you maintain and increase the vitality of your business, and when you’re ready to exit, we will help guide you.
We’ll help you consider the future of your wealth and make a plan to ensure it impacts future generations.
You want your harvest to outlive you; we’ll make sure you take advantage of every available estate planning resource.
We’re here to help you determine what, and how much, insurance you need to ensure a safety net for you or your family.
We’re here to help you determine if an annuity can be a beneficial part of your portfolio and to explain the complexities that may go along with owning them.
Marilyn has more than 30 years of experience as a financial advisor, beginning her career as a financial advisor in 1987 and specializing in retirement, distribution and financial planning. In 1979, she made her home in New Mexico, where she met her husband and raised a beautiful daughter. However, she never forgot her roots. Born into a farming and ranching family in Northern California, Marilyn knows the meaning of hard work and embraces the harvest life into her life’s work.
6565 Americas Pkwy NE, Suite 200 Albuquerque, NM 87110