Financial Harvest Wealth AdvisorsFinancial Harvest Wealth AdvisorsFinancial Harvest Wealth Advisors
Monday - Friday 9 a.m. - 5 p.m.
Winter Park, Florida, 32789

Services

College Funding

Many Financial Harvest Wealth Advisors’ clients prioritize helping their children receive the knowledge and education needed to successfully launch their careers. With the rising cost of college tuition outpacing inflation, this goal can at times be daunting. Our research shows that families achieve these goals most successfully when they are clear on their purposes, prepare in advance for […]
Read More

Client Education

If you or a loved one are diagnosed with a serious health condition, most likely you’re eager to ask your doctor many questions and the situation and course of action. Your finances are no different. Financial Harvest Wealth Advisors’ clients report that our continuous education of changing situations that affect them and new planning opportunities […]
Read More

Retirement

You have worked for decades in order to earn a living and take care of your family and now are thinking about what retirement looks like. Are you prepared? How confident are you in your retirement success? Confidence begins when your lifestyle intentions are defined and aligned for you once in retirement. Financial Harvest Wealth Advisors lead […]
Read More

Business Sale

Most of the time, you only have one shot at selling your business. Financial Harvest Wealth Advisors’ research shows that the number one determinant of how satisfied business owners are with their business sale is intentionality and planning. Intentionality not only means know what “your number is,” but also what the next chapter in your […]
Read More

Succession

Succession is the planning of who it is that will lead your business into future decades. Your business that you built is your “baby,” and it matters to you existentially that it continues to succeed after you have moved on to what is next. Financial Harvest Wealth Advisors finds prudent succession planning and succession success […]
Read More

Charitable Giving

Wealth transfer is passing assets to your loved ones effectively and efficiently. Effectively means you transfer your wealth to the loved ones you want in an appropriate method as to not ruin work ethic. It also can include asset protection for your loved ones. Efficiently means you minimize income taxes, estate taxes and probate costs […]
Read More

Wealth Transfer

Wealth transfer is passing assets to your loved ones effectively and efficiently. Effectively means you transfer your wealth to the loved ones you want in an appropriate method as to not ruin work ethic. It also can include asset protection for your loved ones. Efficiently means you minimize income taxes, estate taxes and probate costs […]
Read More

Asset Protection

Financial Harvest Wealth Advisors’ asset protection strategies help to protect your hard-earned assets from being unjustly taken from civil litigation and family divorce. It helps insulate your wealth in a legal manner to give you peace of mind you have the most appropriate, and cost-effective, strategies in place. As with all planning, you have to […]
Read More

Tax Mitigation

Tax mitigation is reducing your tax burden, not only currently, but over your lifetime. Mitigating tax successfully enables you to keep more of what you earn, save and invest. to have more to take care of those you love, and the causes you care about.   Financial Harvest Wealth Advisors’ approach to mitigating taxes includes, […]
Read More