Most individual and family financial plans weren’t designed with a year like 2020 in mind. From disruptive politics to a global pandemic, nothing about 2020 was predictable.
Everyone who strives for financial wellness and security needs a Second Opinion to confidently know where their financial and retirement planning now stands. With tax law and fiscal policy changes on the horizon and an unpredictable economic landscape ahead, individuals and couples at all stages in their life need to know that they are maximizing their financial security.
The team at Financial Harvest invites you to get the answers you need for sound and confident decision making in 2021.
We invite you to a free, no strings attached, Second Opinion Financial Checkup.
Your confidential, personalized financial assessment starts with a Discovery Meeting, followed by a Preliminary Wealth Plan Meeting, including appropriate deliverables.
One of our Financial Advisors will meet with you in person or via a Zoom call. You choose the option that is most convenient for you. Our time together will be relaxed and informative.
We’ll go over the steps that will best lead to your desired outcomes, including:
We confirm that your current plan of action is serving your needs and positions you to achieve your goals. You gain peace of mind.
We conclude that your situation can be improved, but that we are not the optimal fit for your current needs. Then we’ll point you in the right direction so you’ll know what steps to take next.
In 2002, Winter Park, Florida, Financial Harvest Wealth Advisors Founder and CEO David A. Witter, began guiding families toward prosperity.
Today, the Financial Harvest team has been built to address every family, all businesses’, and each individuals’ unique financial planning needs from now through retirement.