Financial Planning Services in St. John

Working with a Certified Financial Planner Is a Smart Move for Your Future

Wouldn’t it be great if there were a professional service designed to help you save for retirement, plan for your estate and the many unexpected events in life, and maximize your wealth? There is! At Harvest Wealth Partners, our experienced financial planners in St. John do all of the above and more. If you are ready to take the first steps to improve your financial wellbeing and economic peace of mind, call our office to schedule your financial planning services in St. John.

Our Financial Planning Services – What Our Team Members Do for You

If you’re wondering whether or not you even need financial planning services and have questions about what a financial planner does, consider this: we recommend that regardless of your income level or your level of wealth, working with a financial planner can help you to understand the best strategies for planning for your financial future.

Here’s a brief overview of how our financial planners serve you:

• Comprehensive overview and analysis of your financial picture. Our process starts by getting the full picture when it comes to your finances, ranging from assets and debts, sources of income, investments, and your financial goals and needs. We know that each client’s financial situation is very different, which is why this is such a critical part of our process.
• Goal-setting and strategy. The second step in our process is working with you to understand your realistic financial goals and your financial needs in the future. Do you plan to retire in the next 10 years? Will you be adding to your family? Do you need to start saving money for your kids’ college education? Are you prepared financially in the event something tragic happens, such as a disabling injury that leaves you unable to work? Once we run the gamut of your needs, wants, and potential life events, we can put a strategy in place that is designed to provide for all of your wants and ensure you’re prepared for the unexpected.
• Integration and follow up. Finally, we will start the process of integration, which might include making investments, changing your retirement planning strategy, creating an estate plan, and more. We follow up with you over the months and years so you always know what’s happening with your money and can make changes to your financial plan as you find appropriate.

Having a Financial Plan Is Always a Good Idea – Our Team Can Help

Having a financial plan that accounts for the present and the future is always a good idea, no matter who you are. We know that the best financial plans are comprehensive, and address things like life insurance, disability insurance, Social Security planning, 401(k)s, pensions, private wealth strategies, and more.

When you work with us, you can take comfort in the fact that we have Certified Financial Planners (CFPs) as part of our team, are trusted in the community, and maintain high levels of client satisfaction.

Your first consultation with us is offered free of charge – we want you to be able to get to know our St. John financial planners and learn more about our process without any pressure. To schedule that consultation today, please call us at 219-864-5050, send us an email at support@www.harvestwp.com, or use the contact form on our website to request an appointment date.