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 Wealth Partners 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.
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.
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—
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.
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 Wealth Partners. 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 Wealth Partners and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.
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