Harvey C. Krautschun, CLU^®

Founder/Retired

After proudly serving clients for 47 years, Harvey retired from Financial Benefits Inc. and New York Life in 2023 and no longer provides products or services to clients. Tamara and Harvey have been working together for 26 years and over the past two decades we've been thoughtfully preparing for the transition of full operations to Tamara and Zach. The transition is now complete and our team is committed to continue the legacy Harvey began. To learn more about Harvey and the quality at which he built this business, served our clients, and shaped our team, please read more below.

Harvey belived that the quality of our lives is the result of the quality of the decisions we make over time. And over most of his career, he spent his time helping families and business owners make solid financial decisions.

Harvey belived in his client's vision and values and is known for his compassionate “tell it as it is” attitude. So, when his clients were on track and doing a great job, he would celebrate with them and would be there to remind them of their success, encouraging them to continue. When clients would drift off their plan, he’d be there to remind them of their own reasons for taking charge of their financial security and how to stick with their plan.

Harvey understood hard work and showed it both at the office, and in the early mornings when he’d get work done on the ranch before heading to the office. His passion and dedication for his client's success isn’t typical, but it’s certainly Harvey.

A few other things about Harvey...

• Earned the Charted Life Underwriter designation from the American College

• Former Member of the West River Estate Planning Council

• Former Member of the Nautilus Group – Advanced Business and Estate Planning Specialists

• Former Member of The Legacy Wealth Coach Network

• Former Member of the Association for Advanced Life Underwriting

• Served on his church and educational foundation boards.