We are honored to be able to provide financial guidance and advice to so many medical professionals in our community and elsewhere. We understand that they typically prefer spending their time with their patients and family rather than worrying about financial details. They do not have a lot of extra time and they want someone they can trust to manage their personal finances on a day-to-day basis.
We also enjoy working with those who have recently retired. These are people who typically are enjoying their freedom from working and would like to maintain their current lifestyle, as well as leave a legacy for their family. One of their main concerns is becoming a burden on their loved ones.
We enjoy working with independent women who want a partner to help them better understand financial principles. Typically, these ladies do not want to become dependent on anyone; they enjoy knowing that they can take care of things on their own. They also enjoy learning about the financial process, but do not need or want to know all the details.
We often are asked to help people who are getting ready for retirement. Typically, these clients view time as their main challenge – they never seem to have enough of it, yet there is so much to do. Harvey Investment Management, Inc. helps create time for our clients by managing the details of their finances.
We also enjoy working with millennials, who are just beginning the investing phase of life. They understand the importance of saving and investing and want to make sure that they start off on the right track.