Jennifer G Harvey
Financial Planner @Spectrum Financial Group
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WORK HISTORY
Financial Planner @Spectrum Financial Group
Austin, TX, US
Whether your goals include preparing for milestone life events like retirement or college, protecting your family\'s future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:• Define your personal financial goals• Develop a financial strategy that can help you achieve these goals• Suggest suitable products and solutions based on your own tolerance for risk and your time-frame• Implement your strategy with products and services that help meet your needs.Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:• Advisory services Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategiesDue to federal regulations that apply to investment advisor representatives, I am not able to accept endorsements that pertain to my general character or investment services.Licenses and Disclosures: am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC Supervisory address:13455 Noel Rd.20th FloorDallas, TX 75••••••••00
EDUCATION
The American College of Financial Services
RICP, Retirement Planning
Texas Department of Insurance
General Lines Agent, Property and Casualty, Life, Accident, Health & HMO
Georgia Department of Insurance
Property, Casualty & Life Licenses, Insurance
North Carolina Department of Insurance - Life, Property & Casualty Licenses
Life, Property & Casualty Licenses, Insurance
SKILLS
ABOUT JENNIFER G HARVEY
Most people don’t need more financial information —they need clarity, perspective, and a plan that fits their real life.I work with women and business owners who are managing a lot — decisions, responsibilities, people who depend on them — and want a financial strategy that feels clear, steady, and aligned.My role is to simplify complex financial choices, help clients prioritize what matters most, and create strategies they can feel confident in — not overwhelmed by.Clients often come to me during moments of transition:Growing a businessNavigating change or uncertaintyWanting to feel more organized and intentional with their financesI believe good financial planning should reduce stress, not add to it.If you value thoughtful guidance, clear communication, and a relationship built on trust, you’re in the right place. Austin, TX Always open to thoughtful conversations and referrals.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 3040 POST OAK BLVD, SUITE 1150, HOUSTON TX, 77056, 28••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 40•••15. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof./COMPLIANCE:20•••88/
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