Anyone who has endured the arduous process of getting a life insurance policy issued, whether for themselves, a family member or a client, will appreciate the innovative approach for simplifying and streamlining this complex process that is mapped out in the new book "Life Insurance 10X, " co-authored by David Rasch, RFC, LIC, of Harvest Wealth Advisors.
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, OH 44333-2431. 1-800-765-5201. Harvest Wealth Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, OH 44333-2431. 1-800-765-5201. Harvest Wealth Advisors is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.
Services
Achieving Peace of Mind. When you meet David Rasch or any of his team members for the first time, you will realize the experience you are about to embark on is unique within the wealth management and financial planning field. At Harvest Wealth Advisors, the first thing to know is we are an independent firm.
David Rasch's family originally immigrated from Germany in 1903, and began farming in the Kent County area. Over the years the Rasch family has grown a variety of fruits and vegetables for market. Today they farm thousands of acres throughout Western Michigan and specialize in growing premium, high quality apples that are shipped around the world.
When you go to your doctor with an ache or pain, the doc doesn't run in and tell you all about him/herself, how great of a doctor they are, what degrees they have earned and all about the products and services they offer. After lots of listening, they examine you, run tests, etc. Then, and only then do they diagnose your situation and recommend a strategy to get better.
As an independent firm, we have numerous options available to manage your assets, including our proprietary program we call TOPS, which is an acronym for The Optimized Portfolio System. Our approach incorporates professionally managed investment solutions through Exchange Traded Funds (ETF's).
Exchange Traded Funds have become a favored investment vehicle among leading institutional money managers - because they combine the benefits of stocks and mutual funds into one seamless vehicle.Determining the optimal investment strategy is imperative for any financial or estate plan.
Exchange Traded Funds have become a favored investment vehicle among leading institutional money managers - because they combine the benefits of stocks and mutual funds into one seamless vehicle.Determining the optimal investment strategy is imperative for any financial or estate plan.
Having the right tools is essential to the success of any plan. Our proprietary processes are the tools we use to create a viable, personalized retirement plan. Our PLAN, GROW, HARVEST approach to retirement planning addresses the two most important stages of retirement; accumulation (planning and growing) and distribution (the harvest).
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