Financial Advisors Near Highland 

Financial Advisors Near Highland

Managing money can be an extremely challenging task, even for the most responsible amongst us. Indeed, even if you are a good saver, you may not be a smart investor–and you may not be either. For both business owners and individuals, working with experienced financial advisors near Highland may be wise. At Harvest Financial Planning, LLC, our team is ready to help. Call us today to learn more about how we can serve you. 

Our Financial Advising Services

Our financial professionals work with both individuals and businesses throughout Highland and the surrounding areas of Indiana. Our team provides a range of services, including the following: 

  • Services for individuals. For individuals, couples, and families, we offer investment services, wealth management services, retirement planning services, pension plan participant services, long-term care and disability planning services, and more. 
  • Services for businesses. For businesses, our professionals offer services pertaining to business succession, business continuation, business wealth management, employee benefit programs, and succession planning. 

The Advantages of Working with a Financial Advisor

While working with a financial advisor isn’t a guarantee that you will grow your wealth, it is a step in the right direction. A financial advisor may be a seasoned professional who can help you to understand the various financial mechanisms and tools available to you, make sense of complicated economic terms, and help you to plan for your future. You have so much on your plate already–working with an experienced advisor can bring financial confidence and help to steer your financial future in the direction you want. 

Our Credentials

We have a team of experienced, certified professionals who are passionate about working with you. Our team consists of Investment Advisor Representatives (IARs), CERTIFIED FINANCIAL PLANNERS, and a financial planning coordinator, a compliance manager, a Chartered Financial Analyst, and client relations managers. 

In order to earn many of the above designations, a person must first attend years of education, pass a comprehensive exam, and work in the industry. These are certifications that require real commitment, and we take our work seriously. We also take our clients seriously, and always work in your best interests. 

When you choose Harvest Financial Planning, LLC, we’ll take a personalized approach to serve you. We want to hear about your goals and ambitions, get a clear picture of your financial situation, and then learn more about your financial interests and why you’re enlisting the support of a financial advisor. We will then develop a customized plan and strategy. 

Set Up Your First Appointment Today

Setting up your first appointment with our team is easy. We offer free consultations for all new clients. You can get in touch with us by sending us a message directly using the contact form on our website or by calling our office at your convenience. 

Making an appointment with financial advisors near Highland can be an empowering experience. If you are ready to take the reins and take control over your financial future, please call us today. We are here to serve you.

  • contact
    our team

  • We are glad to help you. Please
    contact us to schedule a meeting

News & Updates

  • This field is for validation purposes and should be left unchanged.

Contact Us Today

Call Now Button