Financial Advisors Near Me

When you think about your future, one thing that will undoubtedly have a huge impact on your comfort, happiness, and opportunities is your finances. While some people are naturally great with money and others are more prodigal, everyone can benefit from working with a skilled financial advisor. If you have been searching for “financial advisors near me” and aren’t sure where to start, look no further than Harvest Wealth Partners. We are here to help you improve your financial future. 

What Is a Financial Advisor?

A financial advisor is a financial professional with training, education, and experience in a variety of financial topics, including financial planning, retirement planning, investing, and more. A financial advisor is responsible for guiding clients through a wide array of financial topics based on a client’s interests, needs, and financial goals. At Harvest Wealth Partners, our financial planners near you in Indiana focus our services on insurance planning, retirement planning, private wealth strategies, pension plan participant services, and investment planning. We can help with everything from budgeting to making a decision about real estate. Our team consists of CERTIFIED FINANCIAL PLANNERS™ and Investment Advisor Representatives with the certifications and education you can value.  

Our New Client Process

If you are on the fence about working with a financial advisor or aren’t sure if we’re the best team for you, we remove the pressure by offering no-cost initial consultations where we can get to know each other, we can learn more about your financial goals, and you can learn more about our services and price structure. If you do decide to work with us, then the next step will be conducting a thorough analysis of your finances to gain a clear understanding of your financial picture. Once we have a robust understanding of your financial situation and your financial goals, we will create a strategy that is designed to achieve those goals. Depending on your needs and preferences, we will work with you to transition accounts and assets in order to allow us to more effectively manage them. We specialize in seamless, smooth transitions. Once the translation phase has been completed, we’ll begin the implementation of the agreed-upon strategy. Financially, we provide robust monitoring, evaluation, and regular client updates. We’ll be available and accessible every step of the way—if you have any questions about your accounts, want to make changes to your financial plan, or have a concern, we will be responsive and communicative. 

Call Harvest Wealth Partners Today

Working with a financial advisor may sound like something that only the wealthy do, but the truth is that people grow their wealth and make smart financial decisions by working with a financial advisor early on in their financial lives. At Harvest Wealth Partners, our financial planners are here to provide comprehensive and customized financial services. If you have been looking for a financial advisor near me, look no further than our experienced professionals. To get started, send us a message or call us directly at your convenience.