R. Benton Penn

President, Financial Planner

Harvest Wealth Advisors is a fee-based financial planning practice committed to helping people plan for a retirement.

We specialize in retirement planning, tax planning strategies and legacy & estate conservation. We can help you answer the questions you may have about your financial future, such as:

When will I be able to retire?
Will I have enough money to cover my expenses?
What about fun...I have always dreamed of things I want to do in retirement...what about a budget for that?
How can I minimize the risks to my retirement portfolio?
How can I minimize taxes in retirement?
What age is best to turn on social security?
How should my assets be managed in retirement to meet my necessary and fun goals?
Do I need disability income insurance? Long-term care insurance?
How can I ensure that my children receive as much as possible from my estate?
What do I need to know about wills, trusts, and probate?

Harvest Wealth Advisors, LLC can help you create and execute a plan that not only answers these questions but helps you execute the strategies to help you live everyday like it's Saturday.