Crown Point Financial Planning Consultants

Having a plan for your financial future is one of the best ways you can care for yourself and your loved ones. At Harvest Wealth Partners, our Crown Point financial planning consultants are here to help you create a financial plan that meets your goals and vision for your financial future. To learn more about our Crown Point financial planning consultants and how we can help, reach out to us today by phone or online.

What Does a Financial Planning Consultant Do?

A financial planning consultant is a financial professional who offers a range of financial services that can be customized to an individual, a family, or a small business. Types of services offered by our financial planning consultants include:

• Retirement planning. No matter your current age, the day is coming when you’ll want to retire. When this day hits, it will be important that you have the funds in place to support yourself while you’re no longer working. For most people, knowing how much they’ll need during their retirement years and having the foresight to put that much money away is challenging—working with a financial planning consultant will provide you with the information you need.  
• Investment strategizing. Investing is one of the best ways to grow your wealth long-term, yet knowing how to invest isn’t always straightforward. Your financial planning consultant will work with you to identify your level of risk tolerance and put together an investment plan that fits your goals. 
• Private wealth strategizing. For privately wealthy individuals, a financial planning consultant can provide services designed to protect and maximize wealth. 
• Insurance planning. Having the right types of insurance is an important part of planning for the future. Life insurance, disability insurance, health insurance, and long-term care insurance may also be important elements of your overall financial strategy. A financial planning consultant can help you decide which types of policies you’ll need. 
• Goal-specific planning. Do you have specific financial goals that you want to achieve? For example, are you hoping to save enough for marriage, or for your first child’s college education? A financial planning consultant can help you create budgets and savings strategies to reach these goals and others. 

Our Crown Point Financial Planning Consultants

At Harvest Wealth Partners, our financial planning consultants serve individuals and families of varying levels of wealth throughout Crown Point and the surrounding areas. Our professionals have the certifications and designations that you can trust, such as CERTIFIED FINANCIAL PLANNER ™. We are fiduciaries, which means that we always put your best interests first. We also take pride in prioritizing customer services and creating personalized strategies for each of our clients.

Call Harvest Wealth Partners Today to Learn More

To learn more about our Crown Point financial planning consultants and how working with a financial planning consultant can shape your financial future, reach out to our team by phone or online at your convenience. We offer initial meetings at no charge and are available to answer all of your questions.