While you may be good at setting a budget, sticking to it, and saving money, one of the best ways to make your money grow is to invest it. But knowing how to invest money in a way that is smart and effective can be complicated without professional training or experience, which is why if you want to learn more about investment strategies, consulting with our Crown Point investment advisors is a smart decision.
A group or person who makes recommendations regarding investment strategies is an investment advisor. However, don’t be fooled into hiring just any investment advisor to work for you; instead, you should choose an investment advisor who is registered with the Securities and Exchange Commission (SEC) and carries the title of a Registered Investment Advisor (RIA). A Registered Investment Advisor not only is a professional who is registered with the SEC but also is a professional who has taken and passed the Uniform Investment Advisor Law exam. Many RIAs also have additional qualifications, such as Certified Financial Planner™ (CFP®) or Chartered Financial Analyst (CFA) designations.
The role of an investment advisor is to guide and advise you in regards to all of your investments. Specifically, an RIA will help you with the following:
If you are someone who wants to grow their portfolio and take steps to improve your chances of your money working for you, investments are a good option. At Harvest Wealth Partners, our team of professionals, including our Registered Investment Advisors, can sit down with you to discuss your financial future and assist you in making smart financial choices today. To learn more about our process, please contact us online or by phone at your convenience.
You can submit your questions by filling out the following form.