Harvey wants everyone to be able to retire debt-free. His work with clients centers around strategies for financial protection to help ensure their efforts to live a comfortable life aren't derailed by unexpected events.
"Nearly everyone is concerned about retirement or the cost of educating their kids. And few know how they would survive if they got sick or injured and lost their income. My goal is to alleviate these worries by establishing a smart plan now."
The author of the book Drop Debt and a frequent commentator on radio and television, Harvey has helped thousands of families find relief from crippling debt and take control of their finances.
He’s enjoyed an enviable career writing books, speaking publicly and commenting in the media on money issues that worry nearly everyone. His appearances on the Hallmark Channel’s “Home and Family Show” have been seen by millions of viewers.
Now, as a financial professional with Advisor Resource Group, Harvey’s work with his clients centers around strategies for financial protection to help make sure their efforts to live a comfortable life in the black aren’t derailed by unexpected events.
“I find that no matter how much or how little money people make, nearly everyone is worried about retirement, or concerned about the cost of educating their kids, or clueless about how they would survive if they got sick or injured and lost their income,” Harvey says. “I research the market and design strategies to help protect and advance the finances of my clients.”
He understands his job as a financial professional goes beyond numbers and data; it’s getting into the emotional dynamics of financial protection to help his clients ease their worries and enjoy a more secure financial future.
Harvey keeps up with industry trends and events as a member of the National Association of Insurance and Financial Advisors (NAIFA). He achieved membership in the financial services industry’s prestigious Million Dollar Round Table in 2015, an indication of his knowledge and success as a financial professional.
Harvey is a graduate of Ithaca College and earned a Master of Science degree from Syracuse University. He’s a strong supporter of the Jewish National Fund and other service organizations, and enjoys biking in his spare time.