Lake County, IN Financial Planning Services

While businesses and individuals may have very different financial goals and considerations, there is one thing that rings true for both: partnering with a Lake County, IN financial planning services company can help money grow. At Harvest Wealth Partners, our financial planners provide comprehensive financial planning services for both individuals and businesses in Lake County and can sit down with you to help you learn more about how to make the most of your financial future today. 

Lake County Financial Planning Services for Individuals

Working with individuals of all ages and wealth profiles, our Lake County financial planning services can be customized to you. Whether you need assistance in creating a budget, understanding your investment options, or saving for retirement, we can help. To be sure, our Lake county, IN financial planning services include:

• Long-term care and disability insurance planning. If you’re young, thinking about long-term care insurance or disability insurance may seem far off. But putting a plan in place now can provide peace of mind for the future. 
• Retirement planning. No matter who you are, you will want to retire at some point. But most people have no idea how much retirement really costs, or how to start saving for retirement now. We can help.
• Pension plan participant services. Many employees in the United States have pension plans that are contributed to by their employers. Our professionals can answer your questions about pension plan contributions, when to make a withdrawal, what happens if you change companies, and more. 
• Private wealth strategies. We are invested in helping your money to grow, maximizing your wealth over time. 
• Investments. From 401(ks) to securities to mutuals and more, we can help you to understand the various investment options out there. 

Lake County Financial Planning Services for Businesses

Running a business without a financial professional providing advice and guidance along the way is shortsighted. Our team provides numerous financial planning services for small and midsize businesses, including:

• Succession planning;
• Exit strategy planning;
• Business continuation planning;
• Business valuation services; 
• Employee benefits program planning; and
• Business wealth protection planning. 

Our team can provide ongoing counsel for your business, or work with you on a specific project or issue.

Why Choose Our Lake County, IN Financial Planning Services?

Our team of financial planners, including Certified Financial Planners™ and Investment Advisor Representatives, understands how important having a financial plan is. We believe that smart financial planning can result in wealth growth and more economic opportunity, comfort, and security. Our goal is to provide you with honest, transparent, comprehensive, and tailored financial services.

Our new client process begins with a one-on-one consultation where we can learn more about your financial picture and goals. We offer this introductory service free of charge, as we believe that you should be comfortable with who you’re working with before making a financial commitment.

To schedule an introductory meeting or to learn more about our Lake County, IN financial planning services, please call us today, send us an email, or use the intake form on our website to send us a message.