Case Studies &
Success Stories

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

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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.

Explore success stories through text and video, with key strategy insights and FAQs covering fundamental wealth management topics.

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Success Story
Tax Mitigation

Tax Mitigation Through a Strategic Business Sale

When a business sale was responsible for a sudden increase in taxable income, FHWA provided this client with a blend of strategies to mitigate loss & protect their financial plans.
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Success Story
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.
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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
Tax Mitigation

Mitigating Tax with Strategic Roth Allocation

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

Close to Retirement

Our client was roughly 2 years away from full retirement.
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Success Story
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.
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Success Story
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.
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Success Story
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.
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Success Story
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.
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Success Story
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.
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Related Resources

Financial News and Education from FHWA
Video
Markets

Making Sense of the Markets

David Witter, CEO of Financial Harvest Wealth Advisors, and Apollo Lupescu from Dimensional discussed what’s happening in the markets.
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Video
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LMCO: Best Practices for using LTI and MICP

Gain clarity on the complex decisions surrounding your executive compensation and benefits.
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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
Plant Harvest Prosper Podcast by Financial Harvest Wealth Advisors

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

In this month’s episode of Plant. Harvest. Prosper., we cover 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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