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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

Maximizing Employer Benefits

  • June 1, 2024
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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Nearing Retirement, Tax Efficient Income Planning

  • June 1, 2024
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 how to maximize his pension payout, as he has six payout options to choose from to best benefit him and his wife.
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Continuity for Surviving Spouse and Family

  • June 1, 2024
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 were protected for the next generation.
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Stability Amid Fear and Chaos

  • April 25, 2024
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 

  • April 25, 2024
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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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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This information is intended to be used for educational purposes only and does not constitute tax, legal, or investment advice.

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Contact

  • 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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