Financial Advisor in St. John, IN

Financial Advisor in St. John, IN

Smart management of your wealth and your finances can serve you well in the long-run. Whether you’re planning to buy a house, pay for your children’s education, or want to start thinking about retirement, knowing how you’ll pay for your future is key. At Harvest Financial Planning, LLC, our financial advisor in St. John, IN can guide you through everything you need to know about making a financial plan and can advise and represent you along the way. Here’s what you should know about working with a financial advisor–

What Does a Financial Advisor in St. John, Indiana Do?

The primary role of a financial advisor is to create robust financial plans for their clients. Doing this is multi-faceted, and might involve:

  • Making investment recommendations;
  • Helping clients to form budgets;
  • Providing recommendations and advice about different saving options;
  • Helping clients to understand their future financial needs (i.e. the costs of retirement);
  • Navigating various tax strategies;
  • Explaining various insurance policies, including long-term care insurance;
  • Educating clients about various financial tools and strategies. 

Why Work with a Financial Advisor?

Many people think that they don’t need a financial advisor, especially if they are young and not really thinking about their financial future. The truth, however, is that everyone can benefit from working with a financial advisor, regardless of the stage that you’re at in your life, financial and otherwise. Here’s why–

  • Understanding your financial needs into the future can be difficult, especially without financial training.  You may not know how much money you’ll need for retirement, for example, or how much you’ll need to save for your children’s education, your future house, etc.
  • Navigating investment options and strategies is often confusing, even for someone who’s relatively good at managing money otherwise. A financial advisor can make smart recommendations for you based on how much money you make, your assets, your investment preferences and comfort level, by when you want to see returns, and other factors. 
  • You have multiple other things going on in your life, from working to getting married and having children to managing various personal projects and more; managing money on top of that can be overwhelming. By hiring someone to do it for you, you don’t have to spend an excessive amount of energy on trying to create a budget, manage investments, and navigate various financial goals and how to pursue them.

Getting Started with Harvest Financial Planning, LLC

If you are thinking about working with a financial advisor in St. John, we want the process to be as comfortable for you as possible. When you call our team, we are happy to answer your basic questions over the phone. What’s more, we can set up an initial meeting with you at no charge – we don’t want there to be any pressure to hire us when you’re just in the business of seeking information. If you do decide to hire a financial advisor in St. John, IN who’s part of our team, we will handle the analysis of your financial situation, transition, and implementation phases. 

To learn more, please call us today. We are here to serve you. 

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