St. John Financial Planning Consultant

While money may not buy happiness, it is certainly something that can lead to comfort and peace of mind. Whether you’re thinking about saving for your first house or dreaming about the day that you retire, our St. John financial planning consultants are here to help. At Harvest Wealth Partners, we offer a wide array of financial planning services that help people like you meet their financial goals. To learn more, reach out to us today for a consultation. 

What Does a Financial Planning Consultant Do?

A financial planning consultant is a financial professional who can offer advice and guidance regarding a wide range of financial topics. Financial planning consultants can be as involved in your financial choices as you want them to be, from advising you regarding how much money to put away each month to actually managing your investments and more. 

Services for Individuals

We offer a wide range of financial planning services for individuals, and can create custom financial planning strategies based on your needs and financial goals. Our services for individuals include:

• Investment planning. Investing your money is one of the best ways to prepare for the future long-term. But if you’re confused about where to invest your money or the differences between 401(k) plans, mutual funds, securities, and more, you’re not alone. We can help. 
• Retirement planning. Thinking about retirement is exciting, but planning for retirement takes more than just reaching retirement age! Chances are you’ll need more money than you’re thinking to retire comfortably. 
• Pension plan participant services. Do you work for a company that maintains a pension plan on your behalf? If so, you may have questions about pension plan participant services and how your pension plan will impact other elements of retirement, such as Social Security. 
• Private wealth strategies. For wealthy individuals who are interested in exploring opportunities to increase their wealth, so offer private wealth strategy consulting. 
• Insurance planning. Part of planning for the future means planning for the unexpected. We can recommend policies for health insurance, life insurance, long-term disability insurance, long-term care insurance, and more. 

Why Work with a St. John Financial Planning Consultant?

When you work with a financial planning consultant, you choose to work with someone who is a financial professional and has a level of financial expertise that can be put to your benefit. A financial planning consultant can answer tough questions you have about planning for the future, saving for your family, investing your money, and achieving your financial goals. 

Call Us Today To Learn More

At Harvest Wealth Partners, our St. John financial planning consultants are passionate about helping our clients feel confident in their money management habits and strategies. When you choose our team, you’ll get personalized one-on-one services that you can feel good about. To learn more about our financial planning services and how to get started, reach out to us today. Initial consultants with our financial planning professionals are offered at no cost. 

This material was prepared for Harvest Wealth Partners’s financial advisor use.