Financial Planning Services in Crown Point

Financial Planning Services in Crown Point

Financial Planning Services in Crown Point

Financial Planning Services in Crown Point

There is no better time to start creating a comprehensive and well-structured financial plan for yourself and your future than right now. Indeed, whether you are young and just starting your first job, middle-aged and beginning to think about retirement, post-retirement and worried about long-term care and disability, or the owner of a small business, having a plan for the future in place can offer security and peace of mind. Our financial planning professionals and Certified Financial Planners™ at Harvest Wealth Partners are ready to assist you in all of your economic ambitions and financial planning needs.

Our Financial Planning Services in Crown Point

Our Indiana financial planning company offers detailed and personalized financial planning services for both individuals and business owners. Please reach out to us today regarding your specific economic goals and tell us more about how we can help.

Financial Planning Services for Individuals

The majority of our clients are individuals, spouses, or families who are looking for personalized financial consulting services. Our services are designed to be customized and as hands-on as you are comfortable with. These services include:

  • Life, healthcare, long-term care, and disability insurance planning;
  • 401(K), securities, and mutual funds plannings;
  • Investment strategies;
  • Retirement planning;
  • Private wealth strategies;
  • Pension plan participant services; and
  • Wealth management services.

In addition to the above, we can also help individuals understand their saving and investment options, create a budget, and save for things like marriage, buying a home, or having children.

Financial Planning Services for Businesses

In addition to working with individuals and families, we also partner with business owners who are in need of financial consulting services. Our services for businesses include:

We understand that just like you, your business is unique. We create business financial plans that are developed after a thorough analysis of your business, products, market values, debts and assets, liabilities, and long-term objectives.

Our Process for New Clients

If you’re seeking financial planning services in Indiana, we encourage you to reach out to our professional team directly to get started. We treat each of our clients as an individual with a unique financial situation, and never apply a cookie-cutter approach to serving you. Our process begins with an initial meeting where you can tell us more about your financial goals and needs. This meeting is offered at no cost to you. After the initial introduction, we will conduct a thorough analysis of your financial needs and your current financial situation. Then, we will create a tailored financial plan that is designed to support and enhance the strength and longevity of your financial portfolio.

Get Started Today

To learn more about the financial planning services offered by Harvest Wealth Partners, please call our Indiana team today or send us a message. You can reach us at 219-864-5050 or by using the intake form found on our website. We will reply to your inquiry as soon as possible!


Contact Us Today

We Are Your Partners for Years to ComeHarvest Wealth Partners is committed to helping our clients work towards a
successful future. We believe in your potential to understand the financial options that
can lead you to your goals. Call us today to partner with our team. We look forward to
continuing our mission for years to come.

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