St. John Financial Advisors

The majority of people living within St. John are married couples, many of whom (about 40 percent of the total population) have children under 18 years of age. In addition to young families, St. John is also home to aging couples and individuals, as well as numerous small and medium-sized businesses.

For all persons and parties in the above categories, working with a St. John financial advisor can have a positive effect on one’s financial future and economic opportunities. At Harvest Wealth Partners, our St. John financial advisors are passionate about helping our clients secure their best financial interests, and want to sit down with you to discuss your options today.

Financial Planning Services for Individuals and Businesses

Our team provides comprehensive financial planning services for individuals and small and medium-sized businesses alike.

Services for Businesses

Businesses are faced with numerous financial issues, opportunities, and concerns throughout the course of their operations. As financial advisors, we can help your business explore, understand, and plan for:

• Employee benefit programs. Providing employees with benefits can be a major expense for a business, and before any benefit program is initiated, consulting with a financial expert is strongly advised. We will help you to understand best practices for implementing healthcare benefits, retirement benefit programs, life insurance plans, paid time off, workers’ compensation benefit programs, and more. 
• Wealth projection and protection. The goal of a business is to turn a profit. Our team can help you to understand your business’ wealth projection over time, as well as strategies that you can implement to protect that wealth, including tax planning strategies.
• Exit strategies. The time may come where you no longer want to play a vital role in business operations and may be considering various exit strategies as such. These might include leaving the business to an heir or another family member, selling the business, or dissolving the business entirely.
• Valuation and continuation. Business continuation planning recognizes that an event may disrupt business operations, and plans for ways to ensure the business continues its operations should such an event occur. In addition to business continuation planning, we also provide business valuation services, which refer to the process of determining a business’ total value of assets, debts, and liabilities.

Services for Individuals

We also provide services for individuals and families who want to save for the future, plan for a family and other life events, save for retirement, and maximize their wealth. We can assist you in understanding investment strategies, pension plans and retirement savings options, long-term care and disability insurance, estate planning, and more.

Start Creating Your Financial Plan Today

There is no time like the present to start creating a financial plan. To learn more about working with our financial planners in St. John, please reach out to our team directly today. We offer no-cost initial consultations to our prospective clients, and always take an inclusive approach to advising you financially. Scheduling your initial meeting with our team is easy – just call us directly, send us an email, use the online form on our website to send us a message, or even feel free to visit our location in person at your convenience.