We will always commit ourselves to protect and promoting the interests of our clients and will always conduct ourselves in a way that is commendable to our profession. When it comes to our educational and business backgrounds, professional licenses, and years of industry expertise, we shall be completely transparent. We will be completely truthful by not exaggerating the features and benefits of any products and/or services. We shall always disclose the key aspects of a product, transaction, or service, as well as any potential hazards that could harm future performance or value.
To assess the right suitability of any proposed items or services, we will always examine both our client's current and future demands. Any information provided to us or obtained in the course of our work will be treated with the utmost confidentiality. We will only use presentations, marketing, and advertising materials that are completely accurate and compliant with state and federal regulations. We will always provide our clients with copies of all required documents that relate to the product, transaction, or service that we have recommended to them. We will always refer our clients to a more specialized professional or firm when their needs go beyond our current license or expertise. We will consistently educate ourselves as to the new laws and regulations to keep pace with the industry norms, and we will always act in good faith toward those we serve.
If you’re ready to start your journey towards a better financial future, we want to help you. Schedule a phone call today and let us know how we can serve you on your journey!
Financial planning can be overwhelming and confusing. If you’ve got questions about your God’s plan for you financially or want to know more about how Harvest Wealth Management can help you, let us know. Contact us* and we’ll be in touch to answer any questions you have. We’re in this with you, wherever you are in your financial journey.
*At Harvest Wealth Management we take your privacy and security seriously. All information submitted will only be used for the purposes you’ve intended. We will not share your information with any 3rd party. We just want you to enjoy the financial future that God has planned for you. That’s all!