Meet Mark Harvey — the licensed expert behind The Harvest Plan, and the reason your tax, investments, real estate, mortgage and insurance can finally work together.
Mark began his career in 1990 as an insurance agent, and spent the next three decades doing something almost no one else in personal finance does: earning the license in every discipline his clients needed. Tax. Investments. Real estate. Mortgage. Insurance.
Along the way he built the software that became The Harvest Plan — first as the “Money Decoder” in 2007 — to give ordinary families the same clear view of their money that professionals keep to themselves.
His philosophy hasn’t changed since day one: be the licensed expert, not the salesman. Tell people the truth, including what not to buy, and their success will take care of the rest.
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With regular, live coaching, and
a proactive, winning Financial System!
Not titles or certificates of attendance — active, regulated licenses, each independently verifiable.
Mark earns his first license and begins helping families protect what they’ve built.
Mark adds investment and retirement planning to the practice — helping clients grow and protect what they save for the years ahead.
Thousands of loan and real estate transactions originated since then.
Real estate and mortgage join the practice; BBB accreditation begins the same era.
Mark builds the software that clarifies a family’s entire financial life — later The Harvest Plan.
Self-reporting, independent investment offerings via Mark T. Harvey Investments — a Registered Investment Advisor (RIA).
Mark earns IRS Enrolled Agent status — the highest federal tax credential — adding licensed tax preparation and IRS representation to complete the five disciplines.
Financial Coaching, Software and Money Acceleration System.
To help you do more with what you’ve been given.
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