Ronald Harvey has built a successful career as an experienced and knowledgeable insurance advisor, established on the values of trust, transparency, and unsurpassed personal attention to his clients. After 10 years working with a variety of insurance companies, he decided to open his own financial services company with an exclusive focus on fixed annuities and whole life insurance products. He is passionate about using his multifaceted experience to safeguard the hard-earned retirement savings of his clients, while also helping them choose and manage the right mix of investment options to build generational wealth and financial security. Ronald is certified in annuities and life insurance, including final expense, and he utilizes his expertise to guide each client through the complexities of a constantly evolving investment marketplace. Over the past 10 years, he has worked with numerous clients to maximize the financial gains that are possible through fixed annuities and whole life insurance products, which are uniquely positioned to withstand recessions, natural disasters, or global economic downturns, while also offering attractive and stable rates of return. As a licensed insurance broker, Ronald’s main goal is to help his clients make well-informed decisions that will shape their financial future into retirement and beyond. Fixed annuities and whole life insurance products are an excellent way to diversify your portfolio, as they are low-risk, conservative investment options that provide protection against the volatility of the stock market and other high-risk investments.
Ronald is licensed in California, Texas, and Arizona. Contact Ronald at Focus Plan Inc. today to discover which specific options are a good fit for your investment portfolio.