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.”
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.