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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
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    American Financial Planners Group
    Our company offers top of the line financial planning and advisory services. If you're looking for first rate financial planning, call now for more information. We can assist you with all your financial needs.
    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR GLENDALE
    Associated Bardi Tax
    1 review: *****
    518 N Glenoaks Blvd, Burbank, CA 91502
    (818) 845-8545 Write review for this local business

    "I would reccommend Associated Bardi Income tax to anyone! They were very efficient and fast. Thank you Carilyn! ..."
    Transamerica Financial Advisors, Inc Write review for this local business
    135 W Magnolia Blvd Suite 300, Burbank, CA 91502
    (310) 995-8443  
    Traditional financial companies and education systems have left most people without an understanding of how money works, how to save, or how to build wealth.
    Roma Group
    1 review: *****
    643 S Olive St Ste 747, Los Angeles, CA 90014
    (213) 683-8400 Write review for this local business

    "very good people know the way of business very specific with financing ..."
    Red Rose Tax & Accounting Service Write review for this local business
    1610 W Glenoaks Blvd, Glendale, CA 91201
    (818) 548-6062  
    Century Investments Write review for this local business
    1608 W Glenoaks Blvd, Glendale, CA 91201
    (818) 507-5047  
    Han Don Chu Investment Write review for this local business
    339 Irving Ave, Glendale, CA 91201
    (818) 545-8416  
    Magnet Investment Group LLC Write review for this local business
    1516 W Glenoaks Blvd, Glendale, CA 91201
    (818) 649-3400  
    Cy Jem Investments LLC Write review for this local business
    1133 Justin Ave, Glendale, CA 91201
    (818) 244-8152  
    Ararat Bedrousian Tax Services Write review for this local business
    1220 W Glenoaks Blvd Ste 105, Glendale, CA 91201
    (818) 409-9955  
    Gei Tax and Financial Services Write review for this local business
    1401 W Kenneth Rd, Glendale, CA 91201
    (818) 243-4300  
    Cfg Financial Solutions Inc Write review for this local business
    1545 Victory Blvd, Glendale, CA 91201
    (818) 242-4777  
    Janet Fayek Salib Write review for this local business
    1228 W Glenoaks Blvd, Glendale, CA 91201
    (818) 242-0255  
    Arin Capital & Investment Corp Write review for this local business
    1625 W Glenoaks Blvd, Glendale, CA 91201
    (818) 244-3728  
    Lombard Investment Management Write review for this local business
    1400 W Glenoaks Blvd, Glendale, CA 91201
    (818) 838-1697  
    Skylink Financial Corp Write review for this local business
    1915 W Glenoaks Blvd Ste 102, Glendale, CA 91201
    (818) 841-2500  
    Renatus Inc Write review for this local business
    1614 Victory Blvd Ste 104, Glendale, CA 91201
    (818) 245-6300  
    Creating Wealth Investments Write review for this local business
    1804 Flower St, Glendale, CA 91201
    (818) 956-7927  
    Advisory Group West Write review for this local business
    700 N Central Ave Ste 570, Glendale, CA 91203
    (818) 241-9061  
    Miyakawa Movessessian & Assoc Write review for this local business
    500 N Brand Blvd, Glendale, CA 91203
    (818) 547-4720  
    Thornton Cameron Write review for this local business
    290 E Verdugo Ave Ste 205, Burbank, CA 91502
    (818) 841-1746  
    Lpl Financial Write review for this local business
    410 Arden Ave Ste 202, Glendale, CA 91203
    (818) 553-1626  
    Gohari Babak Write review for this local business
    118 W Stocker St, Glendale, CA 91202
    (818) 547-2770  
    David Meltzer and Associates Write review for this local business
    700 N Central Ave, Glendale, CA 91203
    (818) 254-2430  

    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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