If you have been putting all the money that you can in your 401k, have saved money in a money market account, have a 529 college plan for each of your children to help pay for their education, then most likely you do not need a financial planning consultant today. However, if you are trying to figure out how to do some long-term tax planning or income planning, then you do need a financial planning consultant today.
Harvest Wealth Partners is home to some of the best financial planning consultants you can find in St. John and surrounding Northwest Indiana communities. They have a reputation for providing exemplary financial planning service that is personalized to meet your financial goals and objectives.
As stated above, some circumstances require working with one of the best St. John financial planning consultants if you want to meet your financial goals. So if you have a lot of money to invest because of inheritance or lottery winnings, find one of the St. John financial planning consultants at Harvest Wealth Partners LLC. Other reasons to use a financial planning consultant are the following:
Estate Planning. Your financial planning consultant will know some avenues you can use to reduce your taxable income if you do not have any more options because you have taken advantage of tax-advantage saving products like your 401k.
Income Options. Financial planning consultants can educate you about some income options, like social security that you may not know about at all. For instance, a widow can file for survivor’s benefits beginning at the age of 60. You may not know about this advantage, but one of the skilled St. John financial planning consultants will be able to tell you all about it.
Health-Care Options. Medicare will kick in when you retire, but what if you need long-term care? Medicare does not pay for that, and many long-term health care insurance plans can be quite expensive. However, look to one of the best St. John financial planning consultants to tell you about hybrid long-term care plans that can be used instead of traditional long-term health care insurance plans.
Now you can see the difference between needing one of the best St. John financial planning consultants, and not needing one of the best St. John financial planning consultants. You will find reliable and trustworthy financial planning consultants at Harvest Wealth Partners near St. John.
Sometimes you need some financial planning help, and sometimes you don’t. If you are now convinced that you would be better off by using the services of financial planning consultants, then it’s time for you to contact the financial planning consultants at Harvest Wealth Partners near St. John today. All you have to do is get your phone and send us a message on our website or call us directly at 219-864-5050. Our financial planning consultants are here to help you manage your money today and tomorrow.
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