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Edward Jones
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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 COLUMBIA
    Rolla CLU Grace Chfc Write review for this local business
    1005 Cherry St, Columbia, MO 65201
    (573) 442-3261  
    Bluff Creek Investment Group LLC Write review for this local business
    3220 Bluff Creek Dr, Columbia, MO 65201
    (573) 442-0924  
    Raymond James Financial Services - Lon Brockmeier Write review for this local business
    302 Campusview Dr Ste 211, Columbia, MO 65201
    (573) 442-6146  
    The Bank of Missouri Write review for this local business
    3610 Buttonwood Dr Ste 100, Columbia, MO 65201
    (573) 874-4700  
    Fidelity Financial Services, LLC Write review for this local business
    3610 Buttonwood Dr Ste 320, Columbia, MO 65201
    (573) 875-8005  
    Smith Investment Management Write review for this local business
    401 Locust St Ste 300, Columbia, MO 65201
    (573) 449-5515  
    Propst Finacial Write review for this local business
    625 Cherry St, Columbia, MO 65201
    (573) 442-0914  
    University Place Apartments Write review for this local business
    1205 University Ave Ste 1000, Columbia, MO 65201
    (573) 443-3798  
    Wilhoit Investment Network Write review for this local business
    3610 Buttonwood Dr, Columbia, MO 65201
    (573) 886-8992  
    Top Flite Financial Write review for this local business
    805 E Nifong Blvd Ste A, Columbia, MO 65201
    (573) 442-7599  
    The Trust Company Write review for this local business
    302 Campusview Dr Ste 207, Columbia, MO 65201
    (573) 876-7003  
    Clarity Financial Write review for this local business
    555 E Green Meadows Rd, Columbia, MO 65201
    (573) 447-7007  
    Solid Ground Financial Write review for this local business
    2703 E Broadway Ste 226, Columbia, MO 65201
    (573) 441-0031  
    Axa Equitable Write review for this local business
    1001 E Walnut St Ste 10021, Columbia, MO 65201
    (573) 442-8003  
    Secure Financial Alternatives Write review for this local business
    610 Huntridge Dr, Columbia, MO 65201
    (573) 256-6023  
    Risk Mgmt Research & Investments Write review for this local business
    814 E Broadway, Columbia, MO 65201
    (573) 815-7674  
    Alexander Forrest Investments Write review for this local business
    620 N Tradewinds Pkwy, Columbia, MO 65201
    (573) 815-0902  
    Mutual of Omaha Write review for this local business
    3610 Buttonwood Dr Ste 200, Columbia, MO 65201
    (573) 886-8966  
    Ameritime Write review for this local business
    3610 Buttonwood Dr, Columbia, MO 65201
    (573) 886-8956  
    Propst Financial Write review for this local business
    625 Cherry St, Columbia, MO 65201
    (573) 442-0914  
    Invest Financial Corporation Write review for this local business
    720 E Broadway, Columbia, MO 65201
    (573) 874-8446  
    Valic Financial Advisors Write review for this local business
    3610 Buttonwood Dr Ste 200, Columbia, MO 65201
    (573) 886-8976  
    Missouri Intergovernmental Risk Management Assoc Write review for this local business
    3002 Falling Leaf Ct, Columbia, MO 65201
    (573) 817-2554  
    Cemo Construction Co Write review for this local business
    1123 Wilkes Blvd Ste 200, Columbia, MO 65201
    (573) 874-4000  

    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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