Our Services

Harvest Moon is beside you from start to finish, from helping you examine – honestly – where you are now, then developing the plan to get where you want to be. And we stand beside you as the plan is executed.

As a business owner, the ability to transition through the moving stages of development is one of your greatest assets. Harvest Moon will help you maintain and increase the vitality of your business, and when you’re ready to exit, we will stand ready to guide you every step of the way.

Simply put, you want your harvest to outlive you. But this eventuality brings with it countless questions and an array of emotions. We approach this sometimes stressful process with compassion, insight and decisiveness, helping you take advantage of every available estate planning resource. If necessary, we will connect you with estate planning specialists who help address legal and other considerations.

Harvest Moon has the capability to build annuities into your wealth management plan. An annuity is an insurance product, so you buy it to reduce risk. Some annuities, like variable annuities, have a selection of stock and bond portfolios available as investment choices inside the insurance contract. Other annuities are true insurance with no investment component at all. 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.