Investing money is one tool that can be employed to increase your personal wealth. However, investing money is not a guaranteed option for growing one’s net worth, nor is it without consequence and risk. At Harvest Financial Planning, LLC, our Hammond investment advisors have spent years studying the best investment practices, as well as advising clients like you on which investments to make. For guidance in taking steps to help increase your assets, call our Hammond investment advisors today. We are here to serve you.
Similar to financial advisors, investment advisors provide advice, recommendations, and guidance regarding a number of different investment options. While an investment advisor should have a financial background and certification, note that an Investment Advisor Representative (IAR) is a licensed and certified professional who is authorized to work for an investment advisory company. In order to receive the IAR designation, a professional must be properly registered and must have completed a credentialing exam first. Investment advisors typically charge by collecting an hourly rate, a flat fee for service, a quarterly/annual fee, or through a combination of fees and commissions. Be sure to ask your advisor how they’ll charge you before you hire them.
In addition to IARs, a Registered Investment Advisor (RIA) is another important designation to know. RIAs refer to people (or firms) who advise high net-worth individuals. These types of professionals must register with any state regulatory agencies, as well as the Securities and Exchange Commission. What’s more, RIAs are fiduciaries, which means that they have a legal obligation to act within their clients’ best interests.
Our Hammond investment advisors offer a wide range of investment-related services. Some of the topics that we work with our clients to discuss and navigate include:
At Harvest Financial Planning, LLC, our Hammond investment advisors never take a one-size-fits-all approach to helping our clients understand their investment options and make investment decisions. Instead, we work with you on a one-on-one basis to identify your goals and your plans for the future; from there, we’ll offer investment advice that is specific to you.
To learn more about our Hammond investment advisors and how our team can serve you and help you meet your investment goals, please call our team directly today or send us a message telling us more about your situation and goals. We always offer initial meetings free of charge so that you can get to know our Hammond investment advisors and learn more about services first.
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