The Harvest Group - Tim Mazanec MPAS® CFP® CRPC® CMT®
About
We think of ourselves as part of your extended family. Working collaboratively, we strive to address your current needs, goals, and objectives for the generations to come.
I enjoy working with those that want to retire with confidence so they can look forward to the next stages of their life.
There are far more questions about planning in retirement, including Cash-flow, Medicare, RMDs, Social Security, and Legacy planning that deserve proper attention. Having a financial plan in place and having proper investment management may help you maximize your time during retirement.
Highlights
Specialties
Comfort with finances
Career stage
Annual income
Service type
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Frequently asked questions
What is your typical process for working with a new customer?
Initially, we will meet with an individual or family three times, either virtually or in person, to:
1) Understand your goals and planning needs
2) Develop a financial plan, review investments, discuss your planning options, and fees
3) Have a final meeting and review your financial plan
This is all free. From there, if we both feel comfortable, then we can move forward and work together.
We are a team of Certified Financial Planners (CFP®) therefore we must look after your best interest.
What education and/or training do you have that relates to your work?
A CERTIFIED FINANCIAL PLANNER® and a veteran of the financial markets, Tim helps clients to understand their investment options and develop financial strategies to achieve their goals. Clients appreciate Tim’s sound, objective financial advice when addressing their investments, retirement planning and other money-related needs.
Tim is a Master Planner Advanced Studies®, Chartered Retirement Planning Counselor®, a Chartered Market Technician® and a graduate of Northeastern University.