Individuals who want to protect and grow their wealth must be intentional about their financial decisions. At Harvest Wealth Partners, we provide a range of financial planning services to support individuals in everything from investments to retirement planning and more. Our financial planners are certified, experienced, and properly registered. To learn more about working with our Highland CERTIFIED FINANCIAL PLANNER™, reach out to our team directly today for your first appointment.
A CERTIFIED FINANCIAL PLANNER™, or CFP®, is a financial professional who provides a range of financial planning services. However, rather than just a financial planner, someone who holds the CFP® designation is someone who has satisfied education and experience requirements. To be sure, in order to become a CERTIFIED FINANCIAL PLANNER™, a person must satisfy:
At Harvest Wealth Partners, our financial planners provide a range of services. Our services for individuals include:
If you have questions about the services we provide, please reach out to us directly. We also provide financial planning services for small businesses.
When you work with our financial planners at Harvest Wealth Partners, you can expect us to always put you first as a client and always act within your best interests. We’ll also provide you with honest answers to your questions and manage your accounts with transparency. We always take a personalized approach to client services, and promise that we’ll work with you to create a financial plan that aligns with your goals for your financial future.
To learn more about our Highland CERTIFIED FINANCIAL PLANNERS™ and the services we offer, please call us directly. Your initial appointment with us is offered at no cost.
You can submit your questions by filling out the following form.