Having a sound financial strategy for the future is about more than just having money in the bank or putting funds into a retirement account every month. Instead, it’s about accounting for all of the different ups and downs that life throws your way, and knowing that you’re set when it comes to things like Social Security, long-term care insurance, disability planning, retirement planning, and all of life’s unexpected events.
At Harvest Wealth Partners, we offer comprehensive financial planning services for our clients in Munster and surrounding areas. To meet with one of our Munster financial planners today, please call us directly or send us a message will information about your availability.
We provide financial planning services that are designed to align with your goals and your financial abilities. As such, our financial plans are tailored to you; we know that no two individuals are alike or have the exact same financial means or needs, which is why no two of our financial plans are precisely the same. Instead, we start the creation of your financial plan with a consultation with you where we learn about your sources of income, your current savings account types and values, investment strategies you’re familiar with or currently use, and your financial goals, including whether or not you plan to have a family, put kids through college, buy a home, retire (and if so, at what age), and more.
From there, we review each element that we believe is integral to the creation of a holistic financial plan. These elements include:
Getting in touch with us for financial planning services is easy, and starts by calling our office directly at 219-864-5050 or sending us a message using the intake form on our website. You can also reach out to us at firstname.lastname@example.org with any questions that you have.
We never charge you for an initial consultation – we want you to be as comfortable as possible without the pressure of having to hire one of our financial planners.
You can submit your questions by filling out the following form.