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Questions For Financial Planning Consultants

Working with a financial planning consultant can be an essential step in properly preparing for your future. Though many advisors offer their services for personal finances, there are also consultants that work with small businesses, or commercially. Choosing the advisor to trust with your wealth is not an easy decision. Not only do you need to distinguish between personal and business needs, but you need to find a skilled professional that you are comfortable with. Try the following questions when you are interviewing potential consultants.

  • What process do you follow the first time you work with a client?
    Each individual has different financial needs from an advisor. When you sit down for the initial consultation, make sure the planner assesses you personal goals. The professional should discuss setting up a retirement fund, how to manage your investments, and even offer risk management for money that you are looking at spending.

  • What services does your company offer?
    The services that a financial planner offers can range from estate planning, to risk management, to business assessments. You will want to work with someone who meets your needs, so begin by asking! Some firms even have software available for their clients to use on a daily basis, without having to pay an hourly rate to meet with the professionals.

  • Are all of your consultants trained and currently licensed?
    It is important to work with a company that is up to date on current regulations, and with an advisor that can legally manage your personal wealth. It never hurts to ask to see proof of their certifications!
  • Financial Planning Association
    Our professional members are the experts with making informed financial decisions. The financial planning consultants in our association have the experience with money management to meet budget goals.
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    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR CLARKSTON
    Financial Strategies Write review for this local business
    920 6th St, Clarkston, WA 99403
    (509) 758-8588  
    Farrell Financial Services Mick Write review for this local business
    1109 6th St, Clarkston, WA 99403
    (509) 758-2602  
    Broemmeling & Associates Write review for this local business
    831 6th St, Clarkston, WA 99403
    (509) 751-8607  
    Potlatch No 1 Credit Union Write review for this local business
    1301 Highland Ave, Clarkston, WA 99403
    (509) 751-1348  
    Sycamore Glen Adult Family Homes Write review for this local business
    1589 Sycamore St, Clarkston, WA 99403
    (509) 758-9335  
    Edward Jones Investments Write review for this local business
    303 Bridge St, Clarkston, WA 99403
    (509) 758-8731  
    Securities America Write review for this local business
    317 Bridge St, Clarkston, WA 99403
    (509) 758-3394  
    Broemmeling James D Cfp & Assoc Write review for this local business
    830 6th St, Clarkston, WA 99403
    (509) 751-8607  
    Morgan Stanley Write review for this local business
    518 Diagonal St, Clarkston, WA 99403
    (509) 295-5175  
    H&R Block Write review for this local business
    435 Elm St, Clarkston, WA 99403
    (509) 751-8872  
    Edward Jones Write review for this local business
    740 5th St, Clarkston, WA 99403
    (509) 751-1610  
    Edward Jones Write review for this local business
    1366 Bridge St, Clarkston, WA 99403
    (509) 758-8353  
    Ca Financial Services Write review for this local business
    828 8th Ave, Lewiston, ID 83501
    (208) 743-9514  
    Holder Financial Services Write review for this local business
    504 Main St Ste 472, Lewiston, ID 83501
    (208) 746-9144  
    Waddell & Reed Inc Write review for this local business
    132 Thain Rd Ste 101, Lewiston, ID 83501
    (208) 746-4366  
    Schrette & Lee Financial Services Inc Write review for this local business
    1407 16th Ave Ste A, Lewiston, ID 83501
    (208) 743-1943  
    Clearwater Auto LLC Write review for this local business
    405 19th St, Lewiston, ID 83501
    (208) 743-4547  
    Ameriprise Financial Write review for this local business
    307 19th St Ste B5, Lewiston, ID 83501
    (208) 746-4242  
    Edward Jones Write review for this local business
    517 Thain Rd, Lewiston, ID 83501
    (208) 746-7167  
    H&R Block Write review for this local business
    1446 Main St, Lewiston, ID 83501
    (208) 743-0222  
    Weibler Financial & Retirement Write review for this local business
    1630 23rd Ave Ste 101B, Lewiston, ID 83501
    (208) 798-7000  
    Forrest S. Jenkins Write review for this local business
    827 Bryden Ave, Lewiston, ID 83501
    (208) 746-0040  
    Crawford Financial Write review for this local business
    3640 Country Club Ct, Lewiston, ID 83501
    (208) 743-6716  
    Aflac Write review for this local business
    504 Main St Ste 470, Lewiston, ID 83501
    (208) 746-8750  

    If you own a business, a financial advisor can help you maintain your wealth while your company grows. Every business has different investment needs based on their risk management plan, and a financial consultant can help you determine yours.

    The first thing the consultant will do is help you set a budget by weighting your debt against your income. If you have cash flow problems, then there is a good chance you need help to repair your credit. Your financial advisor will find a way to balance your expenses with you income, which can help you pay off your bills. They will also advise you on the best ways to save money, like using an allotment from your salary for retirement investments.

    They will then help you develop a wealth management plan. Are there ways your company can invest without taking too big a risk? Your consultant will aid you in making these decisions. They will have many resources at their disposal, such as risk management software, that will help you invest and save your money wisely. It will also help your consultant make the right choices for your company.

    While hiring a financial advisor isn’t free, it may also be what’s best for your company, your clients and your future. This licensed professional can help you keep your estate costs down.

    Most financial advisors have a background in, business, finance or accounting. Many have had extra training in dealing with business wealth and investments. They also usually have to take a course and become certified in their state.

    Hiring a financial advisor for your company is a sound investment in your and your organization’s future.



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