My Harvest Field Overview


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Overview of My Harvest Field.

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My Harvest Field Overview

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  2. 2. Disclosure<br />Advisory services are offered through Allgen Financial Services, Inc, a registered investment advisor.<br />The purpose of this presentation is limited to the dissemination of general information regarding the services offered by My Harvest Field, Inc.<br />All investments carry risk, and My Harvest Field does not guarantee rate of return on your investments.<br />Investments are not FDIC insured.<br />If you have a specific tax or financial question, you should consult an experienced accountant or tax specialists.<br />
  3. 3. Company Overview<br />My Harvest Field, Inc. is a team of dedicated, experienced, and licensed financial service professionals. We focus on wealth asset management and retirement planning to help you protect and grow your financial harvest. We represent a diverse group in cultural and business experience. This enables us to best assist you and your family to plan for the future.<br />We invite you to join the My Harvest Field family.<br />
  4. 4. What Matters Most to You<br />
  5. 5. Too Many ImportantMatters to Count<br />
  6. 6. We Help Piece Together Your Financial Picture<br /><ul><li>Financial Planning
  7. 7. College Funding
  8. 8. Insurance and Protection
  9. 9. Asset Management
  10. 10. Retirement Planning
  11. 11. Tax Planning
  12. 12. Wealth Preservation
  13. 13. Estate Planning
  14. 14. Peace of Mind</li></ul>So you can focus on those<br /> the things that really matter in life<br />
  15. 15. As an independent agency, we have the flexibility to work with the best insurance brands that address your specific needs.<br />Asset Protection<br />
  16. 16. Company Mission<br /> Our mission is to help you and your family achieve your goals and cultivate and protect your financial harvest.<br /> We will educate and provide superior service to each and every client.<br /> We will be regarded as committed, reliable, and trustworthy community leaders through ethical service and a contagious commitment to our client’s success. <br />
  17. 17. Integrity<br />My Harvest Field has a dedicated team that are all dedicated, experienced, and licensed finance professionals who are here to serve you. We value family, integrity, and honesty. <br />
  18. 18. What’s all the My Harvest Field Buzz About?<br />Service and Education<br />Key Partnerships<br />My Harvest Field is an independent agency<br /><ul><li>allows us to examine each situation uniquely and provide the right fit for each individual</li></ul>We use a team approach leveraging several experts<br />Daily Portfolio Management<br />Holistic Financial Reviews<br />Allgen Financial<br />Charles Schwab<br />
  19. 19. Testimonials<br />Julio and I felt very comfortable with you and are very confident that you have our best interest at heart - Ana C.<br />I think you did great. All my questions were answered and I feel good and excited about my future. I trust you. – Valerie C.<br />No complaints..seriously. I think you did a great job managing the process and relationship and will definitely send people your way. - Eric S.<br />
  20. 20. Management Team<br />As a member of the My Harvest Field family you have access to an experienced and dedicated team of value driven advisors. We dedicate our lives to being your personal CFO and helping you achieve your dreams.<br />
  21. 21. Zameer Upadhya – Managing Partner<br /> Zameer S. Upadhya is Co-Founder and Managing Partner of My Harvest Field, Inc.<br /> Zameer is a passionate, experienced and licensed financial advisor, holding Series 6 & 63 security, Property & Casualty, and Life & Health licenses.  He graduated from the State Farm Insurance Agent Training Program at the top of his class and used that experience to launch the independent advisory firm, My Harvest Field.  He felt that an independent firm would best utilize his past experiences as an entrepreneur.  Zameer has built and sold numerous companies ranging from a financial consulting practice to an online social network. Prior to his entrepreneurship adventures he was part of the Johnson & Johnson Financial Leadership Development Program.<br /> Zameer enjoys spending time with his family and friends, traveling the world, and mentoring and helping other succeed.  Growing up in the inner city he has a passion for helping those with little rise above the dust. <br />
  22. 22. Chris T. Chambers – Senior Partner<br />Chris T. Chambers is a Senior Partner of My Harvest Field, Inc.<br />Chris is a Certified Financial Manager with a deep passion for the world of Finance. Prior to My Harvest Field he worked with Johnson & Johnson providing financial leadership for the global acquisition of multi-million dollar companies and brands. His background lends him nearly 10 years of relevant financial expertise in financial planning, long-term planning, budgeting, capital efficient profitable growth, auditing and investment strategies. This graduate of Penn State University has also started and operated several successful businesses and serves on the board of a few prominent non-profit organizations, including The Solesville Foundation. <br />Chris enjoys spending time with his wife and daughter, fishing , working with the homeless, and mentoring youth to achieve true greatness and fostering troubled teens.<br />
  23. 23. Riyaz Kapdi – Chief Operating Officer<br />Riyaz Kapdi is Chief Operating Officer of My Harvest Field, Inc. and relationship manager of our CPA partnership in New York City.Riyaz has dedicated himself to life long learning and to put it lightly, making sure things get done correctly and on time. A Lawyer by training, Riyaz focuses on welcoming clients to the My Harvest Field Family and enhancing the overall client experience. Riyaz is passionate about technology development and implementation.Riyaz spends his free time at sporting events and increasing his breadth of knowledge concerning law and creative financial tools. In addition Riyaz also holds both Property & Casualty and Life & Health insurance licenses.<br />
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