Private Wealth Strategies

Private Wealth Strategies

As an individual, developing a financial strategy that is aimed at not only protecting your wealth, but also at enhancing it overtime and ensuring endurance of your wealth for your future generations, is not easy. With all of the options available, it can be difficult to understand the smartest way to preserve your wealth and the best strategy for guaranteeing that it stands the test of time.

If you are an individual who is interested in exploring private wealth strategies, our experienced financial advisors at Harvest Financial Planning, LLC can provide you with the support and guidance you’re looking for. We provide a full range of services for individuals interested in the pragmatic management of their wealth.

Smart Strategies for Wealth Management

Creating a plan for wealth management requires thoroughly assessing an individual’s total wealth strategy. Not only do we need to review every aspect of your financial life, but your goals, financial aspirations, and desires for how your money will be allocated to your loved ones in the future are all things that we consider, and all things that should be used to develop a wealth strategy that is customized for you.

There are multiple different wealth strategy and investment options ahead of you, each with risks and gains, such as venture capital, real estate investment, growth capital, short duration loans, natural resources, Mezzanine financing, and more. If these investment options are too risky and aggressive for you and your financial situation, more traditional savings options, like a Roth IRA, can also be smart options. Remember, our wealth management plans are customized to you.

Who We Work With

We work with individuals from a variety of different backgrounds, and at a variety of different wealth levels. While our clients are unique, many of the individuals we work with are:

  • Privately affluent, high-asset individuals;
  • Hoping to develop a wealth strategy that is aimed at providing for their children, grandchildren, and future generations;
  • Business owners;
  • Looking for ways to enhance their charitable and philanthropic aims; or
  • Individuals who simply want to manage their wealth in the most effective and hassle-free manner.

Having a Private Wealth Strategy in Place Is Important

Having a private wealth strategy in place is important. Managing one’s investments, savings, and liquid assets can be challenging, and insuring those assets over the years and ensuring that they will be well taken care of after you’re gone can be stressful. When you put an insurance strategy in place that is designed to both protect and help enhance your wealth, you can have confidence that your money will keep working for you over the years.

Why Work with Harvest Financial Planning, LLC

You want to choose a financial management professional who not only has your best interests in mind and is interested in developing a strategy that is customized to you, but who is also very knowledgeable in the financial industry. At Harvest Financial Planning, LLC, our team has decades’ worth of combined experience, and understands the value of taking a tailored approach to your situation. To learn more, contact our team today and schedule a meeting with our Schererville office. You can reach us directly at 219-864-5050.

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