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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 HERNDON
    National Financial Group Corp
    1 review: *****
    6110 Executive Blvd Ste 100, Rockville, MD 20852
    (301) 770-6044 Write review for this local business

    "you try to reach an agreement with them and attitude is just rude ..."
    Liberty Tax Service Write review for this local business
    6715 Backlick Rd Ste E, Springfield, VA 22150
    (703) 992-7901  
    We are local tax consultants that offer the best services in complex tax returns, refund loans and more. We vow our services; and if you aren't satisfied, you get a full refund.
    Debtlessen Write review for this local business
    10229 Scaggsville Rd., Laurel, MD 20723
    (775) 310-4363  
    Debtlessen provides immediate debt relif with expert do it yourself debt solutions that are self-customized based on your requirements. Become debt free in 12-36 months.
    Reston Investment Inc Write review for this local business
    555 Grove St, Herndon, VA 20170
    (703) 471-6472  
    First Potomac Realty Investments Write review for this local business
    1175 Herndon Pkwy, Herndon, VA 20170
    (703) 709-6950  
    Marjac Investments Inc Write review for this local business
    459 Herndon Pkwy Ste 22, Herndon, VA 20170
    (703) 471-9494  
    Latin Unity Write review for this local business
    902 Alabama Dr, Herndon, VA 20170
    (703) 707-9044  
    Weber & Associates Write review for this local business
    464 Herndon Pkwy, Herndon, VA 20170
    (703) 707-9044  
    First Potomac Realty Investment LP Write review for this local business
    1155 Herndon Pkwy, Herndon, VA 20170
    (703) 437-3811  
    Wally Lim Arcayan Write review for this local business
    459 Herndon Pkwy, Herndon, VA 20170
    (703) 787-0087  
    Virginia's Center for Innovative Technology-Ita Write review for this local business
    2214 Rock Hill Rd, Herndon, VA 20170
    (703) 689-3000  
    Sterling Management Group Inc Write review for this local business
    459 Herndon Pkwy Ste 1, Herndon, VA 20170
    (703) 709-1160  
    M&T Bank Write review for this local business
    1025 Herndon Pkwy, Herndon, VA 20170
    (703) 787-8186  
    Lpl Financial Write review for this local business
    719 Pine St, Herndon, VA 20170
    (703) 796-1007  
    Edward Jones Investments Write review for this local business
    209 Elden St Ste 110, Herndon, VA 20170
    (703) 318-1311  
    New York Life Insurance Write review for this local business
    625 Elden St, Herndon, VA 20170
    (703) 437-1700  
    H & R Block Write review for this local business
    297 Herndon Pkwy Ste 204, Herndon, VA 20170
    (703) 435-0565  
    Ihp Capital Partners Write review for this local business
    12930 Worldgate Dr Ste 125, Herndon, VA 20170
    (703) 424-2000  
    Rams Financial Services Write review for this local business
    1110 Elden St, Herndon, VA 20170
    (703) 481-3001  
    Primerica Financial Write review for this local business
    455 Springpark Pl, Herndon, VA 20170
    (571) 323-5400  
    Jmu Tax & Financial Svcs Write review for this local business
    171 Elden St, Herndon, VA 20170
    (703) 464-7793  
    Spiro Souliotis Write review for this local business
    1020 Elden St Ste 201, Herndon, VA 20170
    (703) 481-1095  
    Edward Jones Investments Write review for this local business
    2171 Astoria Cir, Herndon, VA 20170
    (703) 444-5970  
    Jsk Investments Write review for this local business
    13049 Worldgate Dr, Herndon, VA 20170
    (703) 787-9131  

    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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