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 […]
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Client Education

Financial Harvest Wealth Advisors’ clients report that our continuous client education about changing situations that affect them and new planning opportunities relevant to them, gives them peace of mind. It […]
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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 […]
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Business Sale

In most cases, you only have one shot at a business sale. Financial Harvest Wealth Advisors’ research finds that planning and intention are the number one factors in the satisfaction […]
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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 […]
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Charitable Giving

For many successful people and families, living a life of significance includes charitable giving — contributing to the causes they care about and making a difference in the world. Having […]
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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 […]
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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 […]
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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 […]
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