Financial Advisor St. John 

Financial Advisor St. John

When it comes to your wellbeing, you seek advice and counsel from a variety of different professionals. To ensure you’re in good health, you see a doctor; to keep your pearly whites white, you go to the dentist; if you have a legal question, you hire a lawyer; for your taxes, you work with your accountant. So when it comes to managing your money and your wealth and creating a long-term financial plan that accounts for your needs and financial goals, why wouldn’t you hire a financial advisor? St. John financial advisors at Harvest Financial Planning, LLC have the experience and the reputation that you can trust. To learn more about our financial advisors in St. John and how we can help, reach out to us today.

Why Work with a Financial Advisor?

Regardless of your income level or your current expenses, the truth is that everyone needs money to maintain some sense of quality of life, and to support themselves in the event of an accident or emergency, to buy a home or start a family, during retirement years, etc. By working with a financial advisor in St. John, you can gain insight into your own finances, your financial goals, and the options for managing those goals over time.

What Does a Financial Advisor Do?

A financial advisor wears many hats and can provide support for many different elements of your financial strategy. As your financial planning partner, your financial advisor can provide professional support in—

  • Creating a comprehensive financial plan that summarizes your current financial situation, outlines your debts and liabilities, addresses your current assets and capital, and creates a roadmap for managing your financial goals.
  • Navigating various investment opportunities and options for saving for retirement, ranging from 401(k)s to mutual funds, SEP accounts and 403(b) plans, securities and stocks and bonds, and more. 
  • Estate planning not only identifies all assets and liabilities but also outlines ways to potentially protect your wealth over time and ensure that your estate is managed in a financially sound way.
  • Making sense of your current financial picture and creating a budget within that, as well as advising you regarding insurance, savings, and tax strategies. 
  • Strategically planning for the big events in your life, including getting married, having children, buying a home, and ensuring that you have enough money saved for retirement. 

A CERTIFIED FINANCIAL PLANNER™ is a financial professional who has completed an education requirement, has completed the financial certification coursework and exam successfully, and has met the experience requirements for earning the CFP® designation. CERTIFIED FINANCIAL PLANNERS™ are also fiduciaries, which means that they have a legal responsibility to work in their clients’ best financial interests. 

Call Our Financial Advisor in St. John Today

If you want to create a sound financial plan for your future that is comprehensive and strategic, working with a financial advisor, St. John, is strongly recommended. At Harvest Financial Planning. LLC, our team consists of professionals who are certified and have years of experience. To learn more, please contact us by phone or online at your convenience to schedule your first appointment. 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.

Harvest Financial Planning and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

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