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407-937-0707

Monday - Friday 9 a.m. - 5 p.m.

1091 W. Morse Blvd., Suite 200

Winter Park, Florida, 32789

Tax-Savvy Second Home

  • December 18, 2024
A husband and wife wanted to purchase a second home to enjoy for decades but to ensure that their process was well-planned and tax-savvy.
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Efficient Withdrawals 

  • April 25, 2024
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 cost basis of approximately $30.9k.
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  • Financial Harvest Wealth Advisors
  • 1091 W. Morse Blvd., Suite 200
    Winter Park, Florida, 32789
  • Monday - Friday 9 a.m. - 5 p.m.
  • 407-937-0707
  • info@financialharvest.com

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