In today’s world, putting money towards investments is something everyone can do–no longer is this an inaccessible practice that’s reserved only for the rich and famous. At Harvest Financial Planning, LLC, we know that investing can be part of a smart, long-term financial strategy that supports wealth management and growth. For those who are unfamiliar with investing and want the support and insight of a trained professional, our St. John investment advisor representatives are available. To learn more, please call our office directly today.
Investing is something that nearly everyone should be doing, as putting money towards investments has numerous benefits. Some of the potential benefits of investing include:
If investing sounds intriguing to you but you’re not sure where to start, consider calling one of our investment advisor representatives in St. John. Our investment advisor representatives will answer all of your questions about the process of investing, including the different types of investment accounts, investing for now vs. retirement, how much to put away in investment, and more. An investment advisor can even handle your investments for you by choosing where you should invest and advising on your needs and financial goals.
While financial advisor representatives and investment advisor representatives are often confused as being the same type of professional, there are some distinctions. An investment advisor representative has a fiduciary duty to their clients, which means that they are legally obligated to work in their clients’ best interests, not their own. Additionally, most investment advisor representatives’ fee structure is based on a percentage of their clients’ assets.
If you are thinking about investing and want to plan for your future, it’s time to meet with a St. John investment advisor representative. At Harvest Financial Planning, LLC, we never want you to feel pressured to work with us or make financial decisions that don’t work for you, which is why we offer initial consultations free of charge. To set up your first information meeting with one of our financial advisors today, please call us or send us a message directly. We are here for you.
All investing involves risk including loss of principal. No strategy assures success or protects against loss.
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