A National Firm at the Foot of America's Mountain
 

Our Mission

We are a devoted group of professionals, thoughtfully serving clients with innovative and effective wealth-planning solutions.                   

 

Our Values

We are committed to...

...honoring relationships through humble listening and respect. We seek to understand our clients' vision of financial security and help guide them to their ultimate outcome.

...excellence through stewardship. We strive to match complex planning with our products in order to provide a lifetime of value for our clients.

...working as advisors. We implement recommendations that are strictly in the best interest of our clients.

 

Wealth Management Services

Our training and experience allows us to deliver elite financial security solutions.  We offer both proprietary and non-proprietary products to maintain the highest quality of standards in advising our clients on income security, insurance, investment management, financial -planning, risk management and retirement planning.

 

Boutique Services

For those seeking a more customized approach, we have an exclusive option for a select number of clients to provide an in-depth discovery process and wealth care services encompassing:  pre-retirees, newly retired, business owners, succession planning, non-qualified planning for highly-compensated individuals or in-depth planning for those with multi-generational estate goals.  The all-inclusive services provide you with planning towards tax-efficient wealth creation, preservation and distribution strategies.  Our expertise in client education in both conventional and non-conventional financial strategies allow us to come alongside you in developing a solid, realistic financial plan to achieve the security of financial independence and legacy visioning enabling you to honor those you love.

 

 

Planning for Financial Security with Northwestern Mutual

Learn how we can help you achieve your goals with our unique planning process. Our comprehensive approach to personalized financial planning can help you achieve the future you envision.

Benjamin Joseph Harvey, CLU®, ChFC®, CFP®
Wealth Management Advisor


The Harvey Financial Group

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck