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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

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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Maximizing Charitable Impact

  • April 24, 2024
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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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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