Case Studies &
Success Stories

Stories of individuals and families positioned to focus confidently on their lives now and for many rewarding years ahead.

Explore Topics

Asset Protection
Continuity
Family Wealth
Living Your Best Life
Retirement
Tax Mitigation
Wealth Enhancement

The case studies and client stories found here are firsthand accounts of Financial Harvest clients whose lives and futures are better, stronger, and more stable because of the guidance and support they have received in making financial decisions.

Use one of our search tools below, or keep scrolling to view all stories.

Explore Topics

Click on a pie chart area below to see all case studies and success stories for that topic.

Financial Scenario Explorer

Select statements that best match your situation and your goals to search for stories relevant to you.
This field is hidden when viewing the form
Living Your Best Life
Tax Mitigation
Wealth Enhancement

Tax-Savvy Second Home

A husband and wife wanted to purchase a second home to enjoy for decades but to ensure that their process was well-planned and tax-savvy.
Read More
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.
Read More
Tax Mitigation

Mitigating Tax with Strategic Roth Allocation

Our client was moving from full-time to part-time work as he transitioned into retirement.
Read More
Retirement

Close to Retirement

Our client was roughly 2 years away from full retirement.
Read More
Retirement

Strategic Pension Management

The client was retiring from LMCO after a successful 30+ year career and sought the best pension payout strategy to maximize benefits for him and his spouse.
Read More
Continuity

Understanding Financial Situation After Loss

After a long battle with illness, our client’s husband passed. We worked with the client to update accounts and recoup overpayment of taxes.
Read More
Continuity

Estate Planning After Business Sale

After selling their business, a couple received a sudden influx of wealth–$60 million—but realized they only had a very basic estate plan in place.
Read More
Wealth Enhancement

Maximizing Employer Benefits

Our client began working with Financial Harvest Wealth Advisors in February 2022, one year before her planned retirement. In her final year, we recommended adjusting her 401(k) contribution percentages to take advantage of both pre-tax, Roth, and after-tax treatment.
Read More
Retirement

Nearing Retirement – Tax Efficient Income Planning

We have been diligently working on a plan with the client to produce sufficient capital for income bridging from her retirement date until she claims Social Security in order to maximize her SS benefits.
Read More
Retirement

Nearing Retirement, Tax Efficient Income Planning

Our client has worked with Lockheed Martin for decades and will receive pension payouts when he retires. As he nears his retirement date, we are working together to determine how to maximize his pension payout, as he has six payout options to choose from to best benefit him and his wife.
Read More