Financial Planning Services in Portage

Financial Planning Services in Portage

Financial Planning Services in Portage

Build a Smart Plan for Your Future with a Certified Financial Planner™

No matter how careful we are, life always throws unexpected expenses our way. Luckily, creating and following a smart financial plan can help you work toward your goals while also giving you financial confidence when the unexpected happens. At Harvest Wealth Partners, we offer a wide range of financial planning services in Portage to help you save for retirement, create an estate plan or business exit strategy, and manage your investments and assets. Contact our office today to learn more about our services and schedule a free consultation.

How Our Financial Planning Professionals Can Help You

It’s a common misconception that you need a high level of wealth or assets to benefit from working with a financial planner. But the truth is getting the most out of your investments is important no matter what size your portfolio is, and a skilled financial services provider can help you create a customized financial plan to help you maximize your financial resources, and work toward the goals that matter to you, like expanding your business or retiring early.

Here are several ways a financial planner may be able to assist you:

  • Review and Analysis of Your Finances. A financial advisor will begin by gathering information about your assets, debts, sources of income, and investments to create a comprehensive financial picture of your current situation, as well as your goals and needs. This step is critical to understanding your unique financial situation.
  • Create Customized Financial Goals and Strategy. Once a clear view of your finances has been established, a financial planner will help you set realistic goals and create a step-by-step strategy for working toward achieving those goals. The staff at Harvest Wealth Partners understands that listening to you and your needs is not only important, but absolutely necessary during this step to create a financial strategy that’s right for you. Maybe you want to retire to a sunny beach community,  or plan for your children’s college education. Or perhaps you want to protect your family financially in the case of a tragedy, such as a disabling injury that results in a loss of income. Whatever your financial concerns are, we can help you plan for them.

For business owners, we offer services such as business valuation and exit planning strategies to streamline your personal and professional financial planning needs.

  • Execute and Maintain Your Financial Strategy. A financial planner will then help you put your strategy into action by integrating changes such as new or adjusted investments, creating or updating an estate plan, and changing your retirement strategy to better align with your goals and needs. We’ll establish a timeline for following up with you and making any necessary adjustments to your strategy to keep you on track and react to changing economic conditions. Our financial professionals will support both your short-term and long-term financial needs, and we are always available to help you understand what’s happening with your accounts.

Let Our Team Help You with Financial Planning Services in Portage

No matter how large or small your assets are, a solid financial plan can help protect your future and the future of your loved ones from both expected and unexpected expenses. We can help you address needs like disability and life insurance, retirement planning – including Social Security benefits, 401(k)s, and pensions – and private wealth management strategies.

Harvest Wealth Partners has been helping individuals, families, and businesses in Northwest Indiana prepare for their financial future for years, and we can help you, too. Our team consists of wealth managers and Certified Financial Planners™ (CFP®s) with comprehensive training and diverse experience, to serve all your financial planning needs.

There is no charge for your initial consultation. This allows new clients to meet with our team and learn more about services in a low pressure atmosphere. To schedule your free consultation, contact our team today by calling our office or completing the contact form on our site. We look forward to assisting you.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.


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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