Herschel Ambrose Harvey III

With over 35 years of accomplishment and experience, Herschel Harvey offers both businesses and individuals financial planning services to get a clear picture of their value and incorporate tools to maximize growth. Our focus lies primarily on asset management, financial planning, insurance and estate planning, and corporate benefits. This team approach extends to our client relationships, where we collaborate with you on a personalized plan to accumulate and grow your assets while managing risk and the impact of taxes over time.

Business Planning

Our team works directly with you in your best interest to help you protect and grow your business. Most business owners expect their business to fund at least some of their retirement. We help to get a clear picture of the business value and incorporate the tools and tax efficient strategies that manage risk and optimize returns by using strategies such as: 

• ​Succession planning
• Buy-sell agreement & funding
• Risk management
• Personal financial planning for owners and employees
• Capital structure
• Tax management
• Employee retention planning

Our team helps people create peace of mind and make intentions realized by gaining clarity to the true aim of their wealth building. Strategically, we help clients set their plans into motion. Our partnership ensures that our successful team is always accessible to provide you with unparalleled personal service in real time.  We'll be in regular consultation to re-evaluate your plan and adjust it as necessary, while always preserving your core vision and long-term objectives. We are dedicated to ensuring your financial security now while making your hopes and dreams for the future become reality.

*Financial Representatives do not render tax advice. Consult with a tax professional for tax advice that is specific to your situation.