Managing and increasing wealth usually takes more than just putting money into a savings account each month–while this is a great way to store money for a rainy day, just a savings account won’t be integral in growing your wealth. Instead, for wealth growth and accumulation over time, most people turn to investments. But navigating the world of investments can be tricky, especially for someone who isn’t trained in the stock market. At Harvest Financial Planning, LLC, that’s where our Schererville investment advisor comes in.
An investment advisor is someone who makes investment recommendations or does security analyses for a fee. In the United States, investment advisors are required under the law to register with the state and the Securities and Exchange Commission (SEC) if they manage more than $100 million in client assets. Investment advisors also have a fiduciary responsibility to their clients, which essentially means that they are legally obligated to act in their clients’ best financial interests. An investment advisor can make recommendations and provide advice in regards to the following:
If the above terms sound like a foreign language to you, you’re not alone. Fortunately, an experienced and certified Investment Advisor Representative (IAR) from Private Advisor Group can help.
You may be under the impression that only those who are affluent should be making investments and need someone to advise them in the process; the opposite could not be more true. Indeed, the stock market and investment opportunities are accessible to people with a wide range of wealth levels. What’s more, the earlier you start investing, the greater the potential for money to grow over time.
Whether you are a privately wealthy individual, a younger person who’s just starting out with their first career and paycheck, a family member, or a small business owner (or anyone else!), having an idea of how investments work and how you can use investments to enhance your financial position is strongly recommended.
When you work with Schererville investment advisors from Harvest Financial Planning, LLC, you may benefit from the knowledge of a certified professional with years of experience and insights. Our investment advisors will always help you to understand each of the options available to you, and then design an investment strategy that’s based on your needs, goals, and comfort with various investment strategy types (i.e. an aggressive strategy vs. a more moderate strategy).
If you have questions about investment advising in Schererville and how our team at Harvest Financial Planning, LLC can help, please reach out to us directly today. We offer free consultations for all new clients–we never want you to feel pressured to work with us. To learn more about our Schererville investment advisor, our certifications, and our process, please reach out to us directly today by phone or by sending us a message online.
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