Financial life management, so you can make decisions with confidence & focus on living well.
We work to guide your entire financial life so uncertainty doesn’t slow you down. Making decisions around retirement, lifestyle, and opportunities along the way clear and intentional.
At Harvest Well, we believe financial planning is more than charts and products, it should be true guidance for your whole financial life.
You’ve worked hard to build your financial life, but even with resources in place, the biggest decisions can feel uncertain.
How much can you safely live on in retirement?
When is the right time to take Social Security?
Can you travel, give, or enjoy life without second-guessing every choice?
These questions, left unanswered, can quietly limit how fully you live. At Harvest Well Financial Partners, we help you answer the questions that matter most. Through intentional conversations and thorough planning, we coordinate your investments, insurance, and retirement strategy so your decisions feel steady, informed, and aligned with your life.
With your finances thoughtfully managed, you gain clarity, freedom, and the confidence to live fully today while preparing for the seasons ahead.
Your priorities set the direction. Our role is to help you navigate the path.
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Deeper Conversations
Your financial life deserves steady guidance, not lingering uncertainty. Our first conversation centers on what matters most to you, the questions weighing on your mind, and how today’s decisions shape what’s ahead. There’s no pressure or sales, just a thoughtful conversation to help you see the bigger picture.
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Designed for Peace
Financial planning should bring clarity, not stress. We aim to simplify complex decisions, build a clear roadmap, and provide steady guidance over time. The goal isn’t perfection, it’s confidence. With a plan you understand, you can move forward knowing your financial life is ready to adapt as life changes.
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Living Fully
A well-planned financial life creates space to live fully today, not just someday. Our goal is to help you enjoy meaningful experiences, support what matters most, and respond confidently as opportunities arise. With your finances thoughtfully managed, you’re free to focus on the life not spreadsheets and second guessing decisions.
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A Long-Term Partnership
Life has seasons, and your plan should adapt as they change. We walk alongside you over time, providing steady oversight and adjusting your strategy as your priorities evolve, so your financial life remains grounded, flexible, and aligned with your priorities. Reach out anytime a money decision arises.
A Steady Partner for Every Season of Your Financial Life
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David Hessel
CKA®, CSLP®, CLTC®
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Ben Comer
CFP®
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Genny Strenski
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Steve Durdin
RSSA®
From Cash Flow to Legacy: Planned Together.
With Harvest Well, your financial life is thoughtfully managed and intentionally guided. Decisions feel steadier. The noise fades. And your resources support both your life today and the legacy you hope to leave.
Cash Flow & Debt Strategy
Investment & Retirement Planning
Risk Management & Protection
Tax-Conscious Wealth Planning
Legacy & Long-Term Planning
Charitable Giving Strategies
Our role isn’t to sell products, it’s to guide you with perspective, clarity, and care.