Making Your Hopes & Dreams a Reality !

 


What We Do

As an Independent firm we offer our clients Guaranteed Lifetime Income to mitigate the 12 risks of retirement:

  • Longevity
  • Entitlement
  • Excess Withdrawal
  • Investment/Market Risk
  • Life Style
  • Asset Allocation
  • Sequence of Return
  • Inflation
  • Medical Expense(s)
  • Taxes 
  • Personal or Event Risk
  • Incapacity

For more information on how to Generate Lasting Income for Your Retirement CLICK HERE

For our clients who qualify, we offer Tax-Free Income! 

Harvey Financial Services, Inc. believes every client should receive the protections they deserve!  

That is why we work every day to ensure that:

  • We work with Superior Rated companies.
  • Every Annuity and/or Life product used is Truthful, and not misleading
  • Any product sold is Suitable for that client's needs
  • Clients receive Complete Disclosure about the product before purchase

We are focused on helping our clients meet their goals.