Financial Advisor Northwest Indiana

Planning for your financial future is one of the most important things you will ever do. At Harvest Wealth Partners, our financial advisor Northwest Indiana can help you to create a plan and a strategy for your finances that gets the results you’re looking for. Reach out to us directly today to learn more about how we can help. 

What Does a Financial Advisor Do?

A financial advisor is a financial professional who is responsible for providing a range of services related to an individual’s, family’s, or business’ finances. Examples of services provided by a financial advisor include:

• Investment services. Do you have questions about the differences between 401(ks), mutual funds, securities, bonds, and various retirement investment accounts? A financial professional can provide clarity. 
• Navigating insurance. One important part of planning for your future is thinking about what insurance policies you may need. We can answer questions about life insurance, health insurance, disability insurance, long-term care insurance, and more. 
• Pension plan participant services. If you have a pension plan through work, you may have questions about how your pension plan works or when you can start drawing from your pension. A financial advisor can help. 
• Private wealth strategies. For individuals who are interested in increasing their wealth, a financial advisor can outline a variety of private wealth strategies. 
• Retirement planning. For all people, having a plan in place for retirement is incredibly important. A professional can answer your questions about how much you’ll need when you retire, how to save for retirement, and more. 
• More. If you have specific financial needs or goals—such as buying a house, investing in a college account for a future child, etc.—the team at Harvest Wealth Partners can help. 

Who Needs a Financial Advisor?

Financial advisors aren’t just for the rich and famous; on the contrary, working with a financial advisor can be a smart plan for anyone who wants to improve their future and financial outlook. At Harvest Wealth Partners, we work with young people just starting out in their first careers, couples with children, individuals and families nearing retirement age, and everyone in between. 

It’s important to remember that a financial advisor is a specialist. Even if you consider yourself to be “good with money,” a financial professional can provide insights and recommendations that you may have overlooked otherwise. 

What to Expect from Our Financial Advisor in NWI

When you work with our team, we’ll provide you with personalized support every step of the way. Our process begins with a free consultation so you can get to know your financial advisor, ask questions, and gain a better understanding of how our services can benefit you. From there, we’ll create a personalized plan that’s based on your goals and your full financial picture. We can fully manage accounts on your behalf and manage all investments at your request. We’ll provide regular updates and account statements.

Call Us Today to Get Started

Are you ready to work with a financial advisor Northwest Indiana? Our team is ready to serve. Reach out to us by phone or online to get started. 

This material was prepared for Harvest Wealth Partners’s financial advisor use.