Northwest Indiana Financial Advisor

Individuals and small business owners throughout Northwest Indiana have dozens of decisions to make when it comes to managing their finances. For help with responsible management that will leave you feeling more confident about your financial future, working with a Northwest Indiana financial advisor is recommended. At Harvest Wealth Partners, we have an experienced team of financial advisors ready to serve you. Reach out to us today to learn more about our financial advising services and learn how we can help you create meaningful financial goals.

Services Offered By Our Northwest Indiana Financial Advisor

Our Northwest Indiana financial advisors provide a range of financial services for privately wealthy individuals, individuals and families of various wealth levels, and small business owners throughout the state. These services include, but are not limited to:

• Risk management and insurance planning. Our financial advisors can help you to review and choose policies related to health insurance, life insurance, disability insurance, and long-term care insurance.
• Estate planning. Creating an estate plan that accurately captures your wishes for what will happen to your property when you are no longer around is an important part of protecting your legacy, your beneficiaries, and your desires. 
• Retirement planning. No matter your age or occupation, the day will inevitably come when you want to retire. At that time, having enough money saved up will be important if you want to support yourself and maintain your quality of life. Our professionals can help you to understand how much money you may need for retirement and how best to save that money. 
• Investment planning and portfolio management. One strategy for increasing wealth over time is to invest. A financial advisor can provide investment advice and knowledgeable portfolio management services that help you to strategically pursue your financial goals. 

In addition to the above, a financial advisor can help you to create a budget, save for your children’s education, plan for taxes, and more.

Choosing the Right Financial Advisor for You

Working with a financial professional is a decision that behooves nearly everyone. Before you hire a financial advisor, though, it’s important to consider what elements of your financial life you need help with, the different types of financial advisors and their fee structures, your budget for hiring a financial advisor, and the types of financial services you want—knowing these things will help you to select the right financial advisor for you. You should also take your time to research financial advisors who have the right credentials and experience. Be sure to ask any financial advisor you’re considering hiring whether they are a fiduciary, what their level of experience is, whether they have any conflicts of interest in managing your money, and how they make their money.

Call Harvest Wealth Partners Today

At Harvest Wealth Partners, we have a skilled team of financial advisors, including CERTIFIED FINANCIAL PLANNERS™  who are ready to serve you. If you’re thinking about working with a Northwest Indiana financial advisor, call our office today to set up a no-cost consultation to learn more about our services and how we can help you to pursue your financial objectives.