Financial Planner in Northwest Indiana

Whether you are just entering the workforce and making money on your own for the first time, are about to get married or are planning for a family, are a new parent, are middle-aged and have been working and saving for years, are thinking about buying a home, or are approaching retirement age, having a financial plan in place is one of the smartest things that you can do. If you live in Northwest Indiana and want to take steps to secure your financial future, working with one of our Certified Financial Planners from Harvest Wealth Partners is a must. We can help you to put a financial plan and strategy in place that offers comfort and peace of mind.

The Benefits of Planning Ahead Now

One of the biggest mistakes that people make when navigating their lives financially is waiting for something to happen before they take action. For example, many young people tell themselves that they’ll think about retirement when they get closer to that age, or many middle-aged people reassure themselves by claiming that they’ll worry about disability insurance if they ever get to that point. But here’s the reality: no matter who you are, there will be some major event in your life–whether that’s having a baby or suffering a disability or reaching retirement age–that demands attention. And the longer you wait to create a plan, the more financially stressful that event can be.

We know that major life events are inevitable, which is why planning for those events now is one of the smartest things that you can do. When you have a plan in place, especially one that has been constructed with the help of a financial advisor, you’ll be more prepared for the unexpected, and be less likely to be caught off guard or pulled off track financially.

How Our Certified Financial Planners in Northwest Indiana Can Help

Our financial planners in Northwest Indiana can help you to address all elements of creating a financial plan for the future. Reasons to work with us include:

• Comprehensive services. We offer a comprehensive range of financial planning services for individuals, including 401(k) and pension plan strategizing, retirement planning, life and disability insurance planning, private wealth enhancement planning, and more. We can even work with you to create something as basic as a budget.
• Individualized services. We know that no two people have the exact financial needs or means, which is why we provide customized services that are focused on you. We review all of the elements of your financial picture and then work with you on a one-on-one basis to help you develop a strategy based on your personal financial goals.
• Experienced and knowledgeable financial planners. You can take comfort in the fact that our financial planners are certified, knowledgeable, and experienced. Our team is comprised of investment advisor representatives, Certified Financial Planners, and client relations managers, all of whom are here to work for you.

Reach Us Today

If you have questions about your financial future, we can help. Schedule an appointment with our financial planning team in Northwest Indiana today to learn more about how we can help. Reach us now at 219-864-5050 or use the contact form on our website to send us a message, and we will get back to you shortly.