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

Case Studies & Success Stories

At Financial Harvest Wealth Advisors, we believe success goes beyond financial statements and balance sheets. Peace of mind, joy in your life’s direction, and confidence for your secure future speak volumes. We love to share the stories of individuals and families positioned to focus confidently on their lives now and for many rewarding years ahead.

“…the business of life is human connection.”
-- Robin S. Sharma, author, The Everyday Hero Manifesto

The case studies and client stories found here are firsthand accounts of Financial Harvest clients whose lives and futures are better, stronger, and more stable because of the guidance and support they have received in making financial decisions.

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Retirement, Tax Mitigation

Our client retired from Lockheed Martin Corporation LMT in early January 2020, just before the pandemic, and held over 200 shares of LMT stock in his company 401(k) with a co...

Continuity, Family Wealth

A husband recently received a large lump sum distribution from his company's buyout. He wanted to strengthen his family’s financial literacy in the event he predeceases them.

Living Your Best Life, Wealth Enhancement

Our client had long-held, highly appreciated assets; some legacy assets were inherited from her mother, and some were acquired with her late husband over time.

Continuity, Family Wealth

Our client’s husband passed unexpectedly in the summer of 2020.

Living Your Best Life, Tax Mitigation

Our client aspired to buy a vacation home that would become a permanent residence upon retirement.

Tax Mitigation, Wealth Enhancement

Our client is currently in the top tax bracket in a high-paying position at Lockheed Martin.

Wealth Enhancement

Roth conversions when the market was suppressed by the pandemic.

Asset Protection, Family Wealth

The clients have two sons in their mid to late 20s living at home with them. They wanted to encourage the sons to take more initiative and get on their feet.

Retirement, Wealth Enhancement

Our client began working with Financial Harvest Wealth Advisors in February 2022, one year before her planned retirement.

Wealth Enhancement

During the COVID-19 downturn in the spring of 2020, Financial Harvest generated over $3.9M of tax losses in our clients’ taxable accounts while swapping positions to remain f...

Asset Protection

The client had unprotected assets plus a high-income stream with a deferred compensation plan and a pension plan.

Wealth Enhancement

The client began working with Financial Harvest in March 2020, during the market drop of COVID-19. Despite the uncertainty of the economic and financial environment, the clie...

Asset Protection

Received $1.3M payout following company merger.

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407-937-0707

1091 W. Morse Blvd., Suite 200

Case Studies & Success Stories

“…the business of life is human connection.”
-- Robin S. Sharma, author, The Everyday Hero Manifesto

Explore Themes

...Or Search Stories

Contact

Links

Client Logins

Get a Second Opinion

407-937-0707

1091 W. Morse Blvd., Suite 200

Case Studies & Success Stories

“…the business of life is human connection.”-- Robin S. Sharma, author, The Everyday Hero Manifesto

Explore Themes

...Or Search Stories

Retirement, Tax Mitigation

Continuity, Family Wealth

Living Your Best Life, Wealth Enhancement

Continuity, Family Wealth

Living Your Best Life, Tax Mitigation

Tax Mitigation, Wealth Enhancement

Wealth Enhancement

Asset Protection, Family Wealth

Retirement, Wealth Enhancement

Wealth Enhancement

Asset Protection

Wealth Enhancement

Asset Protection

Contact

Links

Client Logins

Get a Second Opinion

“…the business of life is human connection.”
-- Robin S. Sharma, author, The Everyday Hero Manifesto