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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.
    MAP
    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR DALLAS
    Did Holdings Inc
    1 review: *****
    7557 Rambler Rd, Dallas, TX 75231
    (214) 265-6588 Write review for this local business

    "The people there were very unprofessional and at times it seemed as if they were trying to talk me into doing things that were borderline legal. i would not reccommend this company to anyone. ..."
    Juncture Financial Group, Llc Write review for this local business
    3204 Long Prairie Rd. Ste. E, Flower Mound, TX 75022
    (972) 899-0501  
    This financial group is an independent, fee-only financial planning and investment advisory firm. Call for financial planning, asset management and comprehensive wealth management services.
    Rock Bridge Investments Write review for this local business
    6190 Virginia Parkway, Suite 1600, McKinney, TX 75071
    (214) 544-9051  
    We are committed to the simple proposition that clear, objective advice is the cornerstone to helping our clients work towards their financial goals. Consult with our financial planners today.
    Halvorson-Boyd & Bell Write review for this local business
    2305 Cedar Springs Rd, Dallas, TX 75201
    (214) 871-7600  
    Fti Consulting Inc Write review for this local business
    2001 Ross Ave Ste 400, Dallas, TX 75201
    (214) 397-1600  
    Raymond James Financial Services Write review for this local business
    2001 Ross Ave Ste 4550, Dallas, TX 75201
    (214) 720-1316  
    Portnoy Capital Management Write review for this local business
    2525 Mckinnon St, Dallas, TX 75201
    (214) 720-0909  
    Fcm Investments Write review for this local business
    2200 Ross Ave Ste 4600W, Dallas, TX 75201
    (214) 665-6900  
    H B K Investments Write review for this local business
    300 Crescent Ct, Dallas, TX 75201
    (214) 758-6100  
    Inland Investments Write review for this local business
    1845 Woodall Rodgers Fwy Ste 1275, Dallas, TX 75201
    (214) 999-9494  
    Carrozza Investments Limited Write review for this local business
    2714 Routh St, Dallas, TX 75201
    (214) 922-8191  
    William M Sams Investment Write review for this local business
    750 N Saint Paul St, Dallas, TX 75201
    (214) 754-0911  
    Neuberger Berman Write review for this local business
    200 Crescent Ct, Dallas, TX 75201
    (214) 775-4670  
    Lester J P & Co Write review for this local business
    2001 Bryan St, Dallas, TX 75201
    (214) 748-2688  
    Landes Investme Write review for this local business
    2521 Fairmount St, Dallas, TX 75201
    (214) 720-0815  
    Citadel Write review for this local business
    300 Crescent Ct Ste 250, Dallas, TX 75201
    (972) 892-1660  
    Milestone Planning Partners LP Write review for this local business
    2301 Cedar Springs Rd, Dallas, TX 75201
    (214) 393-5160  
    Terrill Group LLC The Write review for this local business
    750 N Saint Paul St Ste 1100, Dallas, TX 75201
    (469) 916-0004  
    Frost Bank Financial Center Write review for this local business
    2727 N Harwood St, Dallas, TX 75201
    (214) 515-4900  
    Walker Newt Company Write review for this local business
    2519 Thomas Ave, Dallas, TX 75201
    (214) 720-2233  
    Routh St Invest Write review for this local business
    2703 Routh St, Dallas, TX 75201
    (214) 871-4912  
    Ricchi Dallas Investments LLC Write review for this local business
    1600 Pacific Ave, Dallas, TX 75201
    (214) 468-8788  
    Uhy Advisors Tx LLC Write review for this local business
    1717 Main St Ste 5850, Dallas, TX 75201
    (214) 243-2900  
    Lasalle Bank Write review for this local business
    100 Crescent Ct, Dallas, TX 75201
    (214) 459-3210  

    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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