Asset Protection

Unexpected wealth, loss, or litigation can challenge your holdings. We help our clients navigate the unforeseen and create asset protection plans.

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Case Studies & Success Stories
Success Story
Asset Protection

Asset Protection After an Accident

A couple took steps to protect their assets better after their daughter was involved in a car accident.
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Success Story
Asset Protection

Managing Sudden Wealth

Received $1.3M payout following company merger.
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Success Story
Asset Protection

Asset Protection, Multiple Needs and Strategies

The client had unprotected assets plus a high-income stream with a deferred compensation plan and a pension plan.
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Success Story
Asset Protection
Family Wealth

Protecting Assets for Me and My Family

The clients have two sons in their mid to late 20s living at home with them. They wanted to encourage the sons to take more initiative and get on their feet.
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Related Resources

Financial News and Education from FHWA
Video
Optimizing your executive benefits lmco webinar cover

LMCO: Optimizing Your Executive Benefits

On-demand webinar covering advanced strategies to optimize executive benefits for LMCO Senior Leaders.
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Episode
Josiah Martin hosting Plant Harvest Prosper Podcast

Episode 43: The Health Savings Account – The Only Triple Tax Free Account

In this month’s episode of Plant. Harvest. Prosper., Financial Harvest Investment Advisor and Portfolio Manager Josiah Martin uncovers what might be the most underused tool in personal finance: the Health Savings Account (HSA).
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Episode
Navigating Market Volatility

Episode 37: Navigating Market Volatility amid Trade Tensions and Tariffs

In our 37th episode, Kellen Williams, Principal Wealth Advisor at Financial Harvest Wealth Advisors, returns to discuss a topic that’s top of mind for many investors: how to navigate today’s market volatility.
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Episode
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Episode 36: Stock Market Pessimism Sounds Smart; Optimists Make Money

In the 36th episode of the Plant. Harvest. Prosper. podcast, Josiah Martin tackles an age-old investment tension—optimism vs. pessimism—and how it impacts long-term success in the markets.
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Episode
David Witter Founder and CEO FHWA guest of Plant Harvest Prosper Podcast

Episode 29: Why does Estate Planning Matter? Do I need a Trust?

In the 29th episode of The Plant. Harvest. Prosper Podcast, host Kellen Williams discusses the importance of estate planning.
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