Financial Planning St. John

When it comes to thinking about your future, one of the smartest and most critical things you can do is to create a financial plan. With a financial plan, you’ll have an understanding of how much money you’ll need in the future, as well as a strong strategy for managing your financial goals. While creating a simple budget is something that most people can do on their own, creating a really robust financial plan might require the help of a professional. At Harvest Wealth Partners, we offer comprehensive financial planning services. For financial planning, St. John, call our team directly today.

Financial Planning Services for Individuals

We offer an array of financial planning services for individuals in St. John. We work with people of different wealth levels, with different financial goals and needs, and with different levels of financial literacy. Our financial planning services are tailored to the individual and based on a specific client’s goals and needs. Our financial planning services for individuals in St. John include—

• Retirement planning. The average person—especially the average young person—doesn’t spend too much time thinking about retirement. But planning for retirement is critically important. A CERTIFIED FINANCIAL PLANNER™, CFP®, from our office can help you to understand how much money you’ll need when you retire, at what age retirement might make the most sense, and how to pursue your savings goals for then. We also offer advice for navigating pension plan participant services. 
• Investment planning. Understanding the different investment options, how much to invest, where to invest, and the benefits of investing can be overwhelming for the average person. At Harvest Wealth Partners, we can guide you through the differences between stocks, bonds, mutual funds, securities, and different retirement investment accounts. We can manage investments on your behalf based on your goals and preferences. 
• Insurance planning. Have you thought about what you’ll do if you’re involved in an accident and become disabled? If your spouse dies? Or if you require long-term care as you age? Having insurance policies in place that provide financial coverage for these events is critical. We’ll help you to navigate the various insurance coverages that exist. 
• Private wealth strategies. Finally, we provide private wealth consulting for individuals who are looking for ways to manage or grow their wealth. Our clients primarily include business owners and high-asset individuals and families.

Work with a Financial Planner in St. John Today

Working with a CERTIFIED FINANCIAL PLANNER™ is a wise choice for nearly anyone, regardless of where they are in their career or financial life. Whether you’re just starting out, are just beginning a family, are middle-aged and hoping to increase your savings for retirement, or are approaching retirement age and have questions about wealth management and retirement planning, we can help. 

If you want to learn more about our team and financial planning, St. John, you can schedule an initial consultation with one of our financial planners at no cost to you. To learn more, call our office directly or send us a message at your convenience. We look forward to helping you think more clearly about your financial wellbeing. 

Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual.