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