Welcome, we're Harvest Financial Planning, LLC, a financial planning firm with offices in Schererville and Valparaiso, Indiana. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.
Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice.
Services
At Harvest Financial Planning, LLC, we provide customized, strategic financial plans for individuals, businesses, and families. Our goal is to effectively help you as you navigate through a financial world that is as varied as it is complex. Over the years, we have discovered time and time again that a team approach can be a more effective manner of approaching clients.
We are happy to work closely with you to help ensure coordination of the advice you receive across your tax and estate planning needs. Becky Grubb serves as Compliance Manager at Harvest Financial Planning, LLC. Becky specializes in compliance and assists with event planning and many other administrative functions.
Reviews (2)
Brian P.
Apr 01, 2021
Report
Over 7 years ago Brian Smith talked me into investing $25,000 into Northstar Healthcare Reit promising a 5 to 6% increase in a year or two it was supposed to go public on the New York Stock Exchange but that never happened and now that investment is only worth $10,000 and the only way I could get that back is if I die every month that just keeps going down be wary on what they try to sell you
Paul Duesing
Feb 09, 2021
Report
