Crown Point Financial Planner

It is a wise investment to hire a financial planner when you start your career. A financial advisor will help you create your financial portfolio, which will include such items as stocks, bonds, 401K, insurance, and savings. Your financial planner will be able to purchase stocks, bonds and mutual funds for you.

If you live in Crown Point, you will find a very good financial planner at Harvest Wealth Partners. Each financial planner from Harvest Wealth Partners will sit down with you one-on-one to determine your financial goals. From there, the financial planner will create a comprehensive strategy that will help you meet your financial goals.

Your Financial Planner will Invest Your Money Wisely

Once you have met with your financial planner and feel comfortable with him or her, it is time to start planning for your financial future. Your financial planner near Crown Point will keep your goals in the forefront when creating your financial strategy, including your plans to buy a house and save for retirement.

Some of the products your financial planner will suggest are:

• 401(k) plans, mutual funds, and securities. Your financial planner will explain the fundamentals of 401(k)plans, mutual funds, and securities and will suggest what would work best for you to meet your goals. For instance, a mutual fund is a portfolio where investors pool their resources and set up the fund to include stocks, bonds, money market accounts, and cash. A financial planner can put some of your money into the mutual fund, and you reap the rewards of more money when the mutual fund makes money.
• Insurance. Insurance is purchased so you can manage your risk. As you begin your career, you will want to buy life insurance, long-term care insurance, and disability insurance, so you and your family, or your eventual family can maintain the lifestyle you have grown accustomed to living.
• Pension plans. If your company offers a pension plan, your financial planner will encourage you to put in the most amount of money you can. A pension plan is a great retirement planning product.

Your financial planner will work hard to find the best products to invest your money, so you reap the reward. At Harvest Wealth Partners, you will find the best financial planner for your needs. They are experienced and have a stellar reputation in the industry and the community. Set up an appointment today.

A Crown Point Financial Planner is Right Here

Harvest Wealth Partners offers free initial consultations so you can meet with a financial planner with no strings attached. All you need to do to get started is to send us a message on our website or call us at 219-864-5050. We are here to get you on.