Financial insights and videos to help you make wise money decisions now, and for the future.
New Year, New You? Transition Resolutions to Action with a Go-Forward Plan AND the “Hidden” Costs of Inflation – Episode 5
In this episode: Exploring the hidden costs of inflation, and an interview with Leigh and Peter Cleeveley on the power of a Go-Forward Plan to help with all types of household planning.
Invitation to Transform Your Future as a Financial Industry Operations Specialist & Paraplanner
Make a difference in the lives and financial wellness of others as a valued member of a caring and service-driven team that provides client-centric financial planning and wealth management.
Happy New Year from Financial Harvest Wealth Advisors
The Financial Harvest Wealth Advisor team wishes you and your family a Happy New Year.
What is Inflation and Why should We Care? Plant. Harvest. Prosper. – Episode 4
Episode 3 “Podcast, Plant. Harvest. Prosper.” looks at charitable intentions supported by sound financial practices to position you for tax savings.
Merry, Merry Christmas from Financial Harvest Wealth Advisors
David and Katie Witter and the team at Financial Harvest Wealth Advisors wish you and your family a very Merry Christmas and a Happy New Year.
Giving Thanks: How to Maximize your Charitable Intentions & Enhance Your Wealth. Plant. Harvest. Prosper. – Episode 3
Episode 3 “Podcast, Plant. Harvest. Prosper.” looks at charitable intentions supported by sound financial practices to position you for tax savings.
Warmest Wishes for a Happy Thanksgiving
The Financial Harvest Wealth Advisor team wishes you and your family a Happy Thanksgiving.
Veterans Day 2021: Our Sincerest Appreciation for Your Service
To the veterans and active-duty service men and women of the U.S. Military, the Financial Harvest team says, “Thank you for your patriotism, your dedication, and the sacrifices you and your family have made. We appreciate you on Veterans Day.
Tax and Estate Law October 2021 Webinar Recording Available
If you joined us last Wednesday, October 27 for the Tax and Estate Law webinar, thank you so much! And also our thanks to special guests Rick Pullum, President, One
Post-Pandemic Investing: Plant. Harvest. Prosper. Podcast #2
Have you tuned in to Plant. Harvest. Prosper. Podcast Episode #2? If not, we hope you’ll find time in your schedule to listen as host Kellen Williams, along with guest David Witter, founder of Financial Harvest Wealth Advisors, look at post pandemic investing.