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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 DETROIT
    Brock Group The
    1 review: *****
    24123 Greenfield Rd Ste 211, Southfield, MI 48075
    (248) 424-8604 Write review for this local business

    "Meet personally with Mr. Brock. He was quite knowledgeable in many areas. Very happy with the services provided. We will be clients of his for a long time. V. Mitchell ..."
    Consultek Inc Write review for this local business
    2727 2nd Ave, Detroit, MI 48201
    (313) 965-5692  
    Chase ATM Write review for this local business
    4707 Saint Antoine St, Detroit, MI 48201
    (800) 935-9935  
    Chase ATM Write review for this local business
    111 Mack Ave, Detroit, MI 48201
    (800) 935-9935  
    Financial Aid Wcccd Write review for this local business
    1001 W Fort St, Detroit, MI 48226
    (313) 967-0833  
    Crawford Financial Consultant Write review for this local business
    535 Griswold St, Detroit, MI 48226
    (313) 965-9744  
    N K R Investments LLC Write review for this local business
    1529 Broadway St, Detroit, MI 48226
    (313) 962-8841  
    Michael M Wayne Write review for this local business
    400 Monroe St Fl 1, Detroit, MI 48226
    (313) 964-5552  
    Pierce Monroe & Associates Write review for this local business
    535 Griswold St, Detroit, MI 48226
    (313) 961-1940  
    Tax Express Write review for this local business
    440 E Congress St, Detroit, MI 48226
    (313) 961-7111  
    M and M Investment Properties LLC Write review for this local business
    100 Riverfront Dr, Detroit, MI 48226
    (313) 262-6575  
    Wealth Management Group Write review for this local business
    547 E Jefferson Ave, Detroit, MI 48226
    (313) 223-2500  
    Huron Capital Write review for this local business
    500 Griswold St Ste 2700, Detroit, MI 48226
    (313) 962-5820  
    Merrill Lynch Wealth Management Write review for this local business
    500 Woodward Ave Ste 3000, Detroit, MI 48226
    (313) 446-1225  
    General Motors Corporation Worldwide Real Estate Write review for this local business
    200 Renaissance Ctr, Detroit, MI 48243
    (313) 556-5000  
    MetLife Write review for this local business
    211 W Congress St, Detroit, MI 48226
    (313) 961-3606  
    Great Lakes Coffee Beanery Write review for this local business
    2810 W Fort St, Detroit, MI 48216
    (313) 965-0740  
    John Hancock Financial Services Write review for this local business
    333 E Jefferson Ave Ste 295, Detroit, MI 48226
    (313) 963-4004  
    Ardell Associates Write review for this local business
    333 E Jefferson Ave, Detroit, MI 48226
    (313) 962-0438  
    Buffalo Customhouse Brokerage Company The Write review for this local business
    2810 W Fort St, Detroit, MI 48216
    (313) 962-3370  
    Ernst & Young Write review for this local business
    777 Woodward Ave Fl 9, Detroit, MI 48226
    (313) 628-7100  
    Pricewater House Coopers Write review for this local business
    1900 Saint Antoine St, Detroit, MI 48226
    (313) 965-2741  
    Collins & Collins Write review for this local business
    1323 Broadway St, Detroit, MI 48226
    (313) 963-0327  
    Ambassador Capital Management LLC Write review for this local business
    500 Griswold St Ste 2800, Detroit, MI 48226
    (313) 961-3111  

    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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