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When Do You Need an Advisor?
Financial Advisor When Do You Need An Advisor?

"If you have more than $50,000 to invest, you should fire your broker and find an investment advisor. Brokerage firms would like you to think they perform the same functions as investment advisors. Financial advisors who are members of the National Association of Personal Financial Planners submit their work to peer review and are not supposed to charge anything but a fee."

Arthur Leavitt
Former SEC Chairman

If you've accumulated assets throughout your life, you should talk with an advisor. A well qualified advisor understands all the implications, from tax liability to legal and trust issues to the dynamics of investing in the market. Working with a team of highly skilled, knowledgeable advisors, like those at Harvest Capital Advisors, will help to give you the peace of mind that you've taken the steps necessary to not only preserve the assets you've built, but to help grow and protect them for future generations and the causes you believe in.

Consider the following questions. If you answer yes to any one of them, it's time to give Harvest Capital Advisors a call.

  • Do you have concerns about your future financial security?
  • Have your retirement funds grown more slowly than you hoped?
  • Do your income tax levels seem higher than reasonable?
  • Are you facing a transition to being single due to a death or divorce?
  • Are you concerned about the survival of your family business, either for your family or for your employees?
  • Are you uncertain what will happen to your family if your income ceases due to your death or a long disability?
  • Do you have a child or elderly parent with long term financial needs, who is unable to manage his or her own financial affairs?
  • Have you accumulated more assets than you will ever need and want to develop an effective strategy to invest for future generations?
  • Are you concerned that predators and creditors may decimate your children's legacy?
  • Do you want your children to understand the concept of stewardship?
  • Do you want to provide for charity, but get the best income tax treatment and maximum amount of control over the assets until an outright transfer is appropriate?

The bottom line is this: If you're experiencing a transition in your life, accumulating or have accumulated wealth and have doubts, questions or concerns about how to preserve, manage and grow that wealth, it's the right time to talk with Harvest Capital Advisors.


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Wheat logoHarvest Capital Advisors, 11000 NE 33rd Place, Suite 301, Bellevue WA 98004
Phone: 425-827-6236 | Fax: 425-827-2687