Dyer Indiana Financial Advisor 

Dyer Indiana Financial Advisor

Making smart financial decisions isn’t always easy. Even with the best intentions, a person may not understand different types of investments, how to best save for retirement, or how to plan for long-term care or disability insurance and other things. At Harvest Financial Planning, LLC, our Dyer, Indiana financial advisor can guide you through all of these common financial questions and more. Reach out to our financial advisors today for a free initial consultation to get started. 

What Does a Financial Advisor Do?

A financial advisor is a professional who provides financial advice and recommendations regarding various financial matters. Some financial advisors may specialize in different things; some may work with individuals, whereas others support businesses. Financial advisors can work on different fee structures. When searching for a financial advisor, it’s important to choose someone who is a CERTIFIED FINANCIAL PLANNER ™ or CFP ®, as these financial professionals are fiduciaries. A fiduciary means that the professional has a legal and ethical obligation to work in their clients’ best interests in all cases rather than prioritizing their own gains. 

Why Work with a Financial Advisor?

Working with a financial advisor can be a smart financial move for nearly anyone who has assets or/and an income and wants to plan for their financial future. A financial advisor is a specialist who can answer tough questions about things you may not be well-versed in. While there is no guarantee that a financial advisor will help you to grow your wealth, a financial advisor can certainly lay the groundwork and provide the tools for making smart financial decisions. 

Dyer, Indiana Financial Advising Services for Individuals

At Harvest Financial Planning, LLC, our Dyer, IN financial advisors offer services for both businesses and individuals throughout Dyer and the surrounding areas. Our services for individuals include: 

  • Investments. Do you have questions about the differences between mutual funds, bonds, stock, IRAs, or other types of investment accounts? Do you wonder whether you should be putting money into the stock market and, if so, how much? Do you know whether you should have an aggressive or a more conservative investment strategy? A financial advisor can help with all of these questions. 
  • Insurance. While you may know the basics of maintaining health insurance, did you know that there are other types of insurance that you may need long-term, and that purchasing policies for those insurance plans now is recommended? Types of insurance we can guide you through include disability insurance, life insurance, health insurance, and long-term care insurance. 
  • Pension plans.  If you work for an employer that maintains a pension plan, you may have questions about pension plan participant services, when you can start to draw from your pension, and how your pension may impact your overall retirement plan. 
  • Retirement planning. Planning for retirement early on is one of the most valuable things that you can do for your future self. We’ll help you to understand how much money you may need at retirement age and how to best save for those years now. 
  • Private wealth strategies. We also provide private wealth strategy counseling for clients who want to grow their portfolios. Ask us about this directly. 

Call Our Dyer, IN Financial Advisor Today

There’s no time like the present to start preparing for the future. For a no-cost consultation with our Dyer, Indiana financial advisor, call us directly or send us a message online to get started.

 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the apropriate qualified professional prior to making a decision.

This material was prepared for Harvest Financial Planning’s financial advisor use.

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