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104 Archway court, Suite B, Lynchburg, VA 24502

434-266-9566
benton.penn@glic.com
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Harvest Your Wealth

Helping  you live like everyday is Saturday. 

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About Us
Work With Someone Who Cares

Harvest Wealth Advisors strives to be a valued ally in financial planning and wealth management. Our mission is to guide you through your financial journey, helping you harvest your wealth and reach for the retirement of your dreams. 

Services
What We Do

Harvest Wealth Advisors offers a wide range of services tailored to help you meet your financial goals.

  • Financial Planning We offer comprehensive financial planning services designed to help develop strategies for both essential expenses and discretionary spending. 
  • Investment management We develop strategic investment portfolios designed to optimize your different phases of your retirement.
  • Retirement Income Planning We specialize in creating personalized retirement distribution plans that help ensure a steady income throughout your golden years.
  • Retirement Tax Planning We employ tax planning strategies to help you minimize liabilities and maximize your wealth.
  • Estate and Legacy Planning We facilitate estate and legacy strategies to help ensure your wealth is transferred according to your wishes
  • Business Exit Planning We strategize with small business owners to create an exit plan that helps maximize their final payday

Who We Help
Someone You Can Trust

Pre-Retirees

Individuals aged 50-60 who are 5-10 years away from retirement with at least $1 million in assets, with a focus on income distribution planning to help ensure a smooth transition into retirement.

Small Business Owners

Assisting small business owners with assets of $15 million or more who are 5-10 years away from selling their businesses. Our experience lies in designing comprehensive business exit strategies to manage a rewarding retirement.

Financial Planning Process

Crafting the path to a successful retirement requires a structured approach. Here's how we guide you toward your financial goals at Harvest Wealth Advisors:

Step 1:
Discovery (1-3 meetings)

Learn about your financial situation, goals, and risk tolerance. 

Step 2:
Financial Plan Design (3 months)

Create a financial plan tailored to your specific needs and aspirations.

Step 3:
Recommendations and Findings

Present your plan and discuss strategies with you. 

Step 4: Implementation(1-12 months)

Create strategies that are tailored to your needs and goals.

Step 5: Ongoing Monitoring (2 meetings per year)

Meet to help ensure your plan stays in line with your financial goals throughout life transitions.

Can Group, Private Disability Policies Work Together?

Can Group, Private Disability Policies Work Together?

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From Boats to Brokers

From Boats to Brokers

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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

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Work With Harvest Wealth Advisors

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