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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Wealth Enhancement
Our client began working with Financial Harvest Wealth Advisors in February 2022, one year before her planned retirement. In her final year, we recommended adjusting her 401(...
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.
The client was retiring from LMCO after a successful 30+ year career and sought the best pension payout strategy to maximize benefits for him and his spouse.
Due to the sale of their business, our client came into a sudden influx of wealth totaling around $60 M. At the time of the business sale, only very basic estate planning was...
Our client’s husband passed away a few years ago after a long, brave battle with cancer. The Financial Harvest team worked with the family to ensure her assets and legacy wer...
We have been diligently working on a plan with the client to produce sufficient capital for income bridging from her retirement date until she claims Social Security in order...
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...
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.
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.
Our client has worked with Lockheed Martin for decades and will receive pension payouts when he retires. As he nears his retirement date, we are working together to determine...
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...
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...
