Winfield Investment Advisor

While there are numerous different strategies for saving for the future, investing one’s money into the right types of investment accounts is one of the best. However, the average person may not understand the consequences and benefits of investing or different investment accounts, or may lack confidence when it comes to knowing how much money to put in or for how long to leave money within an account. At Harvest Wealth Partners, we have answers to your questions. For a consultation with our Winfield investment advisor, please reach out to us directly today.

What Is an Investment Advisor?

An investment advisor is a financial professional who specializes in providing investment recommendations or securities analyses. Sometimes, an investment advisor is known as a stock broker or holds certain designations, such as Investment Advisor Representative (IAR) or Registered Investment Advisor (RIA). There are also financial professionals who may identify as financial advisors who have experience and expertise in investments.

Services Provided By an Investment Advisor

An investment advisor can provide myriad services related to investments and financial planning. Common services provided by an investment advisor include: 

• Retirement planning. Planning for retirement requires more than just putting some money into a savings account every month. If you want to have enough for retirement, it’s important that you put away enough each month, which requires understanding how much you’ll need at retirement age. Equally as important is understanding where to invest your money and the best types of investment accounts for your situation. 
• Private wealth strategies. For privately wealthy individuals and high-asset families, proper management of funds is important. Rather than just maintaining wealth, however, many families wish to grow it through various investments. A skilled investment advisor can design a private wealth strategy for you that is based on your long-term goals. 
• Accommodating for risk tolerance. Different individuals have different levels of risk and risk tolerance when it comes to investments. One of the most important jobs of a financial advisor is helping you to understand what risk tolerance is, what risks exist with different investment strategies, and how to invest in a way that is aligned with your risk tolerance. 
• Investment portfolio management. Many investment advisors also provide investment portfolio management services. This refers to the process of building and overseeing a portfolio of investments that are designed to meet the long-term goals of an investor.

Why Work with an Investment Advisor?

No matter who you are, having money for the future is important. Whether you need enough to retire or are hoping to pass on large inheritances to beneficiaries, a financial strategy that is based on smart investments can help you to reach your goals. An investment advisor has the experience and education level necessary to provide investment advice that you can trust.

Call Our Winfield Investment Advisor Today

To learn more about investing and how our Winfield investment advisor can help guide you towards meeting your financial goals, reach out to us today. We provide free consultations to new clients.