One way to potentially grow your wealth over time and save money is to invest it. However, rather than just haphazardly dumping money into the stock market, it’s a wise idea to work with an investment advisor near Chesterton. Investing is confusing, and with many options available, the advice of an Investment Advisor Representative can prove invaluable. To learn more about working with our investment advisors near Chesterton and the surrounding areas, reach out to Harvest Financial Planning, LLC today.
An investment advisor, also known as an Investment Advisor Representative, is a licensed, certified financial professional whose primary responsibility is to provide investment-related advice to an individual, usually in the capacity of a financial advisor or financial planner.
In order to become an investment advisor representative, the financial professional must pass a licensing exam and is required to register with a regulatory body. An investment advisor can provide advice, recommendations, and insights regarding:
Sometimes, an Investment advisor representative will not only be responsible for providing investment advice, securities advice, and account and portfolio management services for a client, but also for managing other Investment Advisor Representatives.
If you are new to the investing world or don’t have the time or education to understand the difference between things like mutual funds, securities, stocks, bonds, etc.—as well as other types of investment options, such as real estate investing—working with a professional can be helpful. An investment advisor can answer all of your questions about the different types of investment options, investing for different purposes (i.e. retirement vs. private wealth strategies), how much money to put into an investment account, for how long you should expect to leave money invested, and more. An investment advisor can also help you to integrate your investment strategy with your broader financial plan.
At Harvest Financial Planning, LLC, we have both CERTIFIED FINANCIAL PLANNERS™ and Investment Advisor Representatives as part of our professional team. We offer a range of financial planning and investment services for individuals, and can guide you through mutual funds and securities, 401(k) and other retirement planning options, and other types of investment accounts and ways to invest, such as investing in real estate, and more. Having an experienced and certified professional on your side who has a fiduciary duty to act in your best interests can provide confidence and may help you to grow your wealth over time.
If you are interested in learning more about investing and what to expect when you work with an investment advisor near Chesterton, don’t hesitate to reach out to our firm directly. We offer initial meetings at no cost to our potential clients and are happy to answer your questions and provide you with an overview of our services. To get started, reach out to us today by phone or online at your convenience. We are here to help you understand your options for managing your wealth and your investments!
Content in this material is for general information only and not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
This material was prepared for Harvest Financial Planning financial advisor’s use.
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