Why Work with Our Highland Financial Advisors?

Why Work with Our Highland Financial Advisors?

There’s no doubt that working with a financial advisor is an important element in strategically planning for your financial future. To be sure, a financial advisor can offer insight and guidance in regards to savings, retirement planning, long-term care, and disability planning, estate planning, investment strategies, and more. But why choose the team of financial advisors at Harvest Financial Planning, LLC?

  • Qualified and certified. One reason to work with our financial advisors is that we are more than just financially savvy individuals – we are qualified and certified, and have a fiduciary duty to our clients. This means that we’ve had to undergo rigorous education, pass exams, and gain professional experience and that we are obligated to act with our clients’ best interests in mind.
  • Knowledgeable in various financial matters. When you choose our team, our services can be as inclusive as you’d like, or we can focus on one specific element of your financial plan. From creating a budget to helping you maximize your wealth, we do it all. Further, we represent both individuals and businesses throughout Highland and surrounding areas of Indiana.
  • Personalized attention and customized service. We know that every individual’s, family’s, and business’ financial needs are different and unique, and as such, we never take a one-size-fits-all approach to doing business. Instead, we will always take the time to gain a thorough understanding of your financial picture, and then provide financial advice that is customized and personalized based on your situation and your goals.

How to Get Started – Our New Client Process

Our new client process is straightforward and simple and begins with a consultation with one of our financial professionals. This initial consultation is offered free of charge – we don’t want you to have to pay a fee unless you’re sure that working with us is the right decision for you.

If we decide to partner, we will then move onto the analysis phase of our new client process, which is where we analyze your financial circumstances and recommend strategies for enhancing your financial portfolio. From there, we begin the transition and implementation phases. Throughout the entire process, we will keep you apprised of all important details. We also offer numerous client services that can help you keep track of your finances, including online account viewing.

Reach Out to Us Today

Getting started is easy – just send us a message or call us directly. We are excited to start helping you to improve your financial picture!

  • contact
    our team

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

News & Updates

Contact Us Today