You want to be able to enjoy the fruits of your labor after years of saving for retirement.
Getting your retirement investments on track to help support you in your next chapter of life is essential. But finding someone you can trust to manage your hard-earned money can be challenging.
DIY investment solutions might be tempting—but often leave you frustrated and waiting on hold. What happens when life changes? Do you want a cookie-cutter portfolio generated by an algorithm—or one that has been individually designed by a qualified professional advisor who is keenly aware of your unique financial situation?
Without the right ongoing guidance, poor financial decisions could be costly and carry long-lasting consequences.
You—and your retirement savings—should be treated like a human, not just a number.
Oftentimes, your retirement investments represent your largest financial asset and the culmination of hard work and dedication to your craft over a lifetime. Hiring a qualified, collaborative advisor to manage those hard-earned assets, and develop a comprehensive written plan to follow, will afford you the time and confidence to retire with a purpose and begin to craft your legacy.
At Harvest Point Wealth Management, our financial advisors care about YOU—who you are, what you’re passionate about, and where you’re going—and we want to come alongside you, providing comprehensive, private wealth management and financial advisory services as you journey to, and through, retirement.
1. Book a Free 15-Minute Discovery Call
Book a free, no-obligation call with us, and we’ll take the time to listen to you—your unique situation, your concerns, and your questions—to determine whether we’re the right fit for your needs.
2. Build Your Plan
Gain access to your dynamic, personalized financial website—a one-stop shop for your financial life— as you gather the necessary data for our time-tested, detailed analysis that will serve as a blueprint to guide you to and through retirement.
3. Retire On Purpose
Gain back your time and financial confidence and start living out your retirement on purpose, focusing on what matters most to you. Leave the financial planning to the qualified professionals. Let us regularly report back to you on your progress, suggesting new ideas and potential safeguards as life changes and markets shift.
About Harvest Point Wealth Management
We take care of our clients so they can take care of what matters most to them. With over 70 years of combined experience serving clients in Des Moines and all around the country, we exist to serve as your professional advisors, empowering and equipping you to best steward your time, talents, and treasures.