Jason  Harvey

Jason Harvey

| CFP®, MBA

Active Lifestyle Financial Planning

Fee-Only Financial Planner. Serving Clients in South Carolina, Texas, Washington and Michigan. Available nationwide to assist you and your family with financial life planning.

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Elder Care Issues
  • Estate Planning
  • Insurance Analysis
  • Charitable Giving and Trusts
  • Planning for Business Owners
  • Cash Flow and Budgeting

Visit Us

413 Planters Trace
Charleston, SC 29412


,

Jason Harvey is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Active Lifestyle Financial Planning is a personal financial advisory firm dedicated to providing comprehensive fee-only financial planning services to good people who are committed to doing the right things to achieve their goals.

It is our core belief that everyone can benefit from an unbiased comprehensive financial plan. We also believe that the value derived from our services should exceed the price you pay.

We believe that effective financial planning is a process, not a one-time event. Life is dynamic and the financial plan must be constantly monitored and adjusted to ensure that you remain on track whatever changes may arise in your life. With that in mind, we seek to work with clients who see the value of continuous engagement and are committed to working with us in a collaborative manner to achieve their financial goals.

We are compensated on a fee-only basis which means the only compensation we receive is directly from our clients. Without the conflicts of interest inherent in commissions, referral fees and third party incentives, you can be confident that the recommendations we make have only your best interests in mind.

Active Lifestyle Financial Planning is a member of the Alliance of Cambridge Advisors (ACA), a national network of fee-only financial planners who embrace a holistic approach to financial planning and a  NAPFA-Registered Financial Advisor.

We offer Annual Retainer, Financial Fitness Reviews and Project Retainers.