Crown Point CERTIFIED FINANCIAL PLANNER™

Planning for tomorrow can come with a lot of uncertainty, and we understand that you likely have questions. At Harvest Wealth Partners, we strive to help others reach their full potential, and are happy to work with you on developing a plan that aims at helping your money grow through all the stages of your financial future. Our Crown Point financial planners will work with you on strategies for retirement, saving for college expenses, tax planning, and more. 

What is a CERTIFIED FINANCIAL PLANNER™?

A CERTIFIED FINANCIAL PLANNER™ is one of many types of financial advisors that you can go to for advice on managing your finances. For instance, you might see a CFP® when you are working on refining your retirement strategy. A CFP® is different from other advisors in that they have received special licensure from the Certified Financial Planner Board of Standards. To gain this licensure, a CFP® must meet certain requirements, including passing exams and maintaining ethical standards. You can verify a CFP® online. 

Financial Planning Services

There are many reasons that an individual might see a financial planner throughout their life. You may wish to be proactive on saving for your children’s college, or maybe you are nearing retirement and developing an exit plan to leave the business you have built. Another common time to see a financial planner is when you are going through life changes like marriage, divorce, or a major change in employment. 

If you are facing an upcoming financial decision, you may even consider seeking out one-time financial advice. Seeing an advisor for one-time financial advice can give you an opportunity to ask important questions without committing to a long-term plan. During your appointment, you might discuss topics like meeting a specific goal, investing, or opening your first retirement account.

Financial Strategies for Businesses

Businesses, of course, have different monetary concerns from individuals. Thankfully, a financial planner can work with you to develop strategic plans that are tailored to addressing those concerns. Wealth management, business continuation, and exit strategies are all important issues that a business owner is likely to face at some point during their career, so you may find it helpful to discuss them with a professional sooner than later. 

Another reason that a business owner might see a CFP® is to develop an employee benefit program. Benefit programs can play a role in your larger business strategy, and business owners often find them to be helpful in attracting talent and retaining longtime employees. When developing a benefit program, a financial planner can discuss the types of benefits you would like to offer and how those expenses might work into your financial situation as a whole. 

Scheduling a Consultation

There are many reasons that people choose to see a financial advisor, from planning for retirement as an individual to preparing for the future as a business. To learn more about the range of services offered by our Crown Point financial planners, contact us today.