Financial Planner Orlando Fl | Investment Advisor | ...

Financial Harvest is a Certified Financial Planner/ Advisor firm based in Winter Park FL serving Orlando, & the entire US. David Witter and Katie Miller use a disciplined three factor approach to help you with saving and retirement investing, retirement income, estate planning, tax savings & educational planning to make sure you have the money you need now and your wealth grows. www.financial-harvest.com Distributed by Tubemogul.

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help clients with estate planning tax
planning educational planning
what's commonly you hear that word
financial advising careful
because they could be acting as a broker
really just suitability standard what
you really want to be looking for Z the
Certified Financial Planner
or investment adviser horrible are held
to finish a responsibility
it is your responsibility as per the
clients interests first as always
I like to say that we work on the scene
said the table as a client
so I chose the financial harvest name do
the process that use
farming you have a plan plant
row call to the harvest protect
industry and that's a lot of the same
things you use in your financial plan as
well
most the time the large institutions on
the brokers they turn the focus just on
the plane
and they grow in quite frankly that's
only a few steps in the process
media on this always miss Wall how we
play in a distribution
and lets you design a plan and formulate
a plan
for harvesting the money in the income
that she won messengers
chewing eating pain free health care
spending time with those you love
staying pitcher right now what I found
is
if we use a passive loss be with the
straz you something called a
three-factor model
a lot as we can see them one to three
percent in terms of performance and also
same call that one or two or three
percent may not seem like a big deal on
the surface
but in the long run over 20 thirty forty
years
that could be the difference between run
and money 75 urs
eighty giving our clients peace of mind
is the greatest part about this business
and when somebody comes in the door the
IP were really concerned about their
finances or their well-being of their
long-term wealth growth it just means so
much to
us that we can help through said thank
you for what you've done for us thank
you for the difference it to me
that's within his arms about