Hammond Financial Advisors

Hammond Financial Advisors

In Hammond, Indiana, one will find a large percentage of young people who are just starting out, married couples with children, and retirees and those who are approaching retirement age. All people within this demographic have one thing in common: saving for the future is a must. At Harvest Financial Planning, LLC, our Hammond financial advisors are available to assess your financial situation and help you to create a plan that focuses on your needs and financial goals over time. Reach us today to get started and learn how we can help.

Services for Individuals and Families in Hammond

When you choose our Hammond financial advisors, you can count on a fiduciary who will work hard to protect your financial interests and provide you with competent advice. Our services are designed to be comprehensive, accounting for all elements of your financial picture, as well as short- and long-term financial goals. Our services for individuals and families in Hammond include:

  • Insurance planning. There are numerous different types of insurance policies that may be beneficial to hold, including health insurance, life insurance, and long-term care and disability insurance. These insurance plans can provide peace of mind, and be an important part of an estate plan, too. 
  • Investment planning. Investing and making your money work for you can be complicated; the average person does not have the knowledge or experience to make smart investments. We will guide you through the various investment options and strategies available, including investments in securities, mutual funds, 401(k) plans, and more.
  • Retirement planning. Regardless of your current age, one day, you will no longer want to work and earn an income – when this day comes, holding money in retirement savings will be absolutely essential to your quality of life and your ability to support yourself. We will help you to understand how to plan for retirement, including calculating how much you’ll need, how much you can put away now, and the best way to start saving today.
  • Private wealth strategies. We work with clients of different wealth levels, including those who want to provide for children and grandchildren, business owners, and privately wealthy individuals. From investment services to the creation of a trust and other estate planning tools, our goal is to maximize your wealth and mitigate loss.

In addition to the above, we also offer pension plan participant services, budgeting, and basic saving advice, too. We can assist you in saving for a home, a child, college, and various other future expenses.

Contact Our Hammond Financial Advisors Today

Managing finances on your own can only get you so far; when you work with a financial advisor who is trained and certified, you have a better chance of creating a financial plan that will truly support you in the future. To learn more about our new client process and how we can help you, please reach out to us directly today by phone, email, or online. Our team is comprised of Investment Advisor Representatives, Certified Financial Planners, and Client Relations Managers, all of whom will work for you.

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