Financial Planner in Highland

No matter the value that you assign to it, money makes the world go ‘round. And while most people can make getting through their working years without a comprehensive financial plan in place work just fine–after all, via work there is a regular stream of income–once retirement years come, not having enough money can be a serious burden that leads to anxiety, tension, and a diminished quality of life.

At Harvest Wealth Partners, our Certified Financial Planners (CFPs) care about you and your future, and can help you to develop a strategy for your future that is designed to provide security and peace of mind. Reach out to us today to learn more about the benefits of working with a financial planner in Highland and how our team can be of assistance.

Our Financial Planning Services for Individuals

We provide numerous financial planning services for residents in Highland, and when you work with us, we can focus on one single aspect of your financial plan, or address myriad elements. We work with people at various stages of life, and are happy to sit down with you whether you are just starting to think about your finances as a young person, or if you are a middle-aged or an elderly individual who needs counsel in regards to think like planning for retirement, understanding insurance policies, and more. In addition to working with individuals, we also work with families.

Our financial planning services include:

• Retirement planning. Whether you’re just entering the workforce or getting ready to leave it, retirement is something you need to think about. We aid you in understanding the various retirement savings options, and how much you need to start putting away now. We can also guide you through pension plans and 401(k) plans.
• Investment and private wealth strategies. Maximizing one’s wealth is something that the majority of people are interested in doing; we can help you to understand how to make that happen and the different investment strategies available.
• Disability insurance, long-term care insurance, and health insurance planning. Finally, we can assist you in understanding the various insurance types that you may need in the future, beginning with health insurance and concluding with long-term care insurance.

Of course, for individuals who are looking for more basic financial services, we can also assist you in creating a budget, setting a savings goal, and understanding some of your upcoming financial obligations and how you’ll meet them.

Call Harvest Wealth Partners Today

To speak to a financial planner in Highland from Harvest Wealth Partners, reach out to our team of professionals online or by phone now. We have been providing comprehensive financial planning services to community members for years, and are passionate about helping people improve their financial pictures. Having financial security can goes hand-in-hand with peace of mind – let us help you get both.

Reach us today for your initial consultation at 219-864-5050, or send us a message telling us more about how we can be of service using the intake form on our website.