Tax-Savvy Second Home

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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Maximizing Employer Benefits

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(k) contribution percentages to take advantage of both pre-tax, Roth, and after-tax treatment.
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Stability Amid Fear and Chaos

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 fully invested to capture market growth.
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Seizing Opportunities Amid Fear and Chaos 

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 client leaned into the agreed-upon investment plan and invested $100k in his brokerage account the day after the COVID market bottom.
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Maximizing Charitable Impact

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.
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