At Harvest Wealth Partners, we know the importance of having a financial plan. Whether you’re an individual who’s planning for their own wealth, a parent or a partner who’s thinking about the future of your family, or a business owner, a strong financial plan can help provide confidence. For financial planning services Munster that you can value, reach out to our team at Harvest Wealth Partners directly today.
Our Financial Planning Services for Businesses and Individuals
We offer financial planning services for both small- and medium-sized businesses, as well as individuals throughout Munster and the surrounding areas. Our services for businesses and individuals include:
Services for businesses
Business continuation.It is important that a business have a continuation plan that provides for the continued delivery of goods and services in the event of a disruptive event, such as the death of an owner. We will help your business address potential risks and threats and plan for continuation in the face of those.
Employee benefit programs.Strong employee benefit programs are critical to employee attraction and retention. Our professionals can help you to determine what benefits are essential to offer, and to create an employee benefit program that’s attractive to employees and affordable for you.
Succession planning and exit strategies.The day may come when you want to step away from the business. When it does, having an exit strategy/succession plan in place is key. We can help you to plan your transition out of the business.
Business wealth management.Managing the wealth and assets of a business isn’t something that should be left to a business owner, but instead delegated to a financial professional with the right certifications and experience.
Services for individuals
Investment planning.Understanding the different investment vehicles—such as 401ks, mutual funds, and securities—can be confusing and overwhelming. Our professionals will help you to navigate investments and make informed choices.
Retirement planning. No matter how young you are, there is no bad time to start planning for retirement. We’ll help you to understand how much you’ll need at retirement and the best saving mechanisms for meeting that goal.
Insurance planning.As you age, it will become more and more important to think about things like long-term care insurance, health insurance, and disability insurance.
Pension plan participant services.If your company participates in a pension plan, you may have questions about when you can start drawing a pension and how your pension will impact other elements of your retirement plan, such as your Social Security benefit amount.
Private wealth strategies.For privately wealthy individuals, having a strategy in place for growing wealth is recommended. Our financial professionals can provide qualified recommendations.
Schedule an Initial Meeting with Harvest Wealth Partners Today
No matter where you are in your financial journey, having a financial plan for your future matters to your long-term financial success and wellbeing. At Harvest Wealth Partners, we offer financial planning services Munster for individuals and business owners. Call us directly today for the financial advice you can value.
This material was prepared for Harvest Wealth Partners’s financial advisor use.
Neal A. Schering CFA® CFP® Portfolio Manager Assistant
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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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