Munster Financial Planning Services Designed for You

We Tailor Our Financial Plans to Meet Your Individual Needs

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.

Our Munster Financial Planning Services for Individuals

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:

• Pension plans and retirement planning – It’s critical that you understand how your pension if you have one, is designed to support you in your post-working years. We also help you to understand how much money you’ll need for retirement, how much you need to save each month and in what way, and when you should consider taking Social Security retirement.
• Mutual funds, securities, and 401(k) planning – These things may sound similar on the surface–as they all are different types of investments–but in truth, they are very different and should be approached differently as such.
• Insurance planning – Health and car insurance aren’t the only types of insurance that you need to think about, especially as you age. Things like disability insurance, long-term care insurance, and life insurance are very important considerations, too.
• Private wealth strategies – Our ultimate goal is to discover ways that your money can start working for you and you can accumulate more wealth. From smarter saving tips to investment opportunities, we help you maximize your wealth.

Call Our Munster Financial Planner Today for Your Free Consultation

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 support@www.harvestwp.com 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.