Professional Partners

In keeping with our commitment to provide our clients with the highest level of financial assistance, The Harvey Group has created partnerships with other financial professionals who provide invaluable expertise beyond our proficiency.  Financial planning involves tax planning, estate planning, and in many cases, Federal benefits planning.  And though we know much about these topics, each of them can become quite complicated. 

Our clients appreciate that, “... we know what we don't know” and for what we don't know, we will always provide professionals who do.  

 

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Federal Retirement Planning, LLC
Who:  James Marshall, President and Founder
Objective:  Federal retirement benefits planning for individuals and groups

For over ten years, we have been assisting federal employees with preparing their financial plans based around their core asset, their federal pension and benefits package.  Due to a growing federal government workforce, an increasing federal retirement community, and continuous changes and updates to the laws and regulations governing federal benefits, we have decided to affiliate with James Marshall, founder of Federal Retirement Planning, LLC to specifically assist us with the subject matter expertise you deserve with your federal benefits package.


Click here for more informaion on Federal Retirement Planning, LLC

 

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Frank and Darby Doe
Who:  Frank Doe, MBA, RFC®
Darby Doe, CPA
Objective:  Tax Planning, Tax Preparation, and Accounting

Frank and Darby Doe is a tax preperation and accounting firm located in Fairfax, Virginia.  For over 30 years, they have provided business and tax planning strategies for small business owners, as well as prepared tax returns for individuals and professionals. 

Contact Frank and Darby Doe at (703) 272-7177 or click here to send them an email.