What We Do And How We Can HelpSubmitted by Harvest Asset Group | Fee-Only Financial Planner Portland ME on October 29th, 2019
By Michael Donahoe
We all want to experience that elusive financial independence we know is out there, but reaching and sustaining this work-optional life is not easy or guaranteed, even if you’ve followed formulas or done most things the right way.
That’s where we come in. At Harvest Asset Group, we recognize that financial planning and wealth management is a lifelong process, not a one-time event. Our goal is to help you achieve wealth so you can live with the freedom of knowing your future is secure.
How We Work
Harvest Asset Group is made up of a team of fee-only financial planners with over 30 years of cumulative industry experience. We use a team-based approach, tapping into our complementary skill sets to meet your needs and help you achieve your financial and life goals. And because your goals, fears, dreams, and life circumstances are unique, we use relationship as the foundation of all we do. We start by gaining an understanding of you and your life and get a big-picture overview of your finances. We then create and implement a financial plan that will provide organization and clarity as you start taking steps toward your future.
We leave no stone unturned as we examine cash flow, debt management and savings patterns, retirement capital needs, investments, taxes, risks that could jeopardize your financial security, and estate matters. But we don’t stop there. We also partner with you through life’s milestones, seeking to guide, educate, and support you as you make decisions that get you closer to better financial results. Our goal is to become your trusted partner as you navigate the financial landscape of your life.
Who We Serve
While we serve people of all ages and backgrounds, the majority of our clients are physicians, retirees, and working professionals. Each of these groups has unique concerns, challenges, and opportunities, such as turning high income into lifetime financial security. If you fall into one of these categories, our expertise can help you make the most of your life now and in the future.
Why Clients Choose Us
We’re proud to work so closely with our clients and build long-lasting and trusted relationships. We believe there are a number of reasons why our clients choose to work for us. For one, we are independent, fee-only fiduciaries. Our clients want to work with someone who consistently provides unparalleled service and can be trusted with their hard-earned money, and they know they can find that in us. Second, our planning-based services provide real and lasting results and take the financial burden off their back so they can invest in what matters most. Finally, our dedication to relationships helps us customize strategies and services to our clients’ needs. What matters to you matters to us, and your success becomes our success.
Our Goal For You
Our services, process, and personalized touch all come back to one goal: to help you experience the freedom that comes from financial security. You are not alone on your financial journey. If you’re ready to partner with a team that puts you first, call us at (207) 775-1151 or email us at email@example.com.
Michael Donahoe is the founder and principal of Harvest Asset Group, LLC, an independent, fee-only financial planning and investment management advisory firm in Portland, Maine. Michael enjoyed a successful corporate career in marketing and sales before transitioning to the financial industry, founding his firm in 2012, where he now leads the client services team and serves as the firm’s chief compliance officer. Michael earned his MBA degree from George Washington University and completed his educational requirements to earn the CFP® mark of distinction at the University of California, Berkeley. He is a Fee-Only and NAPFA registered financial advisor, a designation which followed the completion of rigorous continuing education requirements. Michael has lived in the Portland area for over a decade since relocating from San Francisco in 1995 to be closer to family. He is active in community affairs and spends his non-working time enjoying the natural beauty of Maine.