St. John Financial Planners

You have dozens of financial questions—you’re curious about the different types of investment accounts that exist, what savings accounts are available to put money away for your children’s college education, how much money you’ll need to retire, whether or not buying a second home is a good investment and more. While you may be able to find some answers through the internet or friends or family, a good source of information is a CERTIFIED FINANCIAL PLANNER™. At Harvest Wealth Partners, our St. John financial planners can offer you advice and guidance as you strategize for your financial future. Reach out to us directly today to learn more about our services and how to get started. 

Types of Financial Planning Services We Offer

We offer a range of financial planning services for both businesses and individuals throughout St. John and the surrounding areas of Indiana. For individuals, our services include:

• Investment planning. If you have questions about the various types of investment accounts, such as 403(b)s, 401(k)s, Roth IRAs, traditional IRAs, SEP accounts, mutual funds, securities, bonds, and more, we can help. Navigating these differences can be overwhelming for the average person—we’ll help you decide where it makes sense to put your money based on your financial goals. 
• Insurance planning. As you plan for the future, it’s important to think about things like life insurance, long-term care insurance, health insurance, and disability insurance. We’ll answer your questions about what policies may make the most sense for your life. 
• Pension plan planning. If you have a pension plan, you may have questions about pension plan participant services and when it can make sense to start drawing your pension. We are here to answer these questions and others. 
• Retirement planning. No matter how young you are, it’s never too early to start planning for retirement; in fact, the earlier you start planning, the better. Whether you don’t have any retirement savings accounts in place or have questions about the efficacy of your current accounts, we can help. 
• Private wealth strategies. For individuals who want to explore ways aiming to grow their wealth, we provide private wealth strategy planning. Talk to us to learn more. 
• More. In addition to the above, we also provide basic services like budgeting, planning financially for marriage or buying a home, etc. 

What Are the Advantages of Working with a Financial Planner?

Working with a financial planner should be an easy choice for anyone who wants to improve their financial future. A financial professional is someone who can have years of experience and education in the financial industry, and therefore can provide advice and recommendations that may be based in best practices, knowledge, and the right qualifications. When you work with a financial planner, you can be confident about your finances—a CFP® must place the interests of the client above the interests of the CFP Professional’s Firm.

Reach Out to Our St. John Financial Planners Today

To learn more about the benefits of working with a financial planner, the services that our firm offers, and more, reach out to our St. John financial planners directly today for a no-cost initial consultation.