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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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    Modern Wealth Advisors
    We are the leading Financial Advisors in the Irvine area, helping clients manage their expenses and finances, accumulate wealth, and plan ahead for retirement. Financial Planning Consultants customize their services to your needs.
    MAP
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    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR IRVINE
    Qualified Capital Inc
    2 reviews: *****
    100 Pacifica Ste 320, Irvine, CA 92618
    (949) 753-9270 Write review for this local business

    "I went looking for a DFA (Dimensional Fund Advisors) approved financial planner as I really like the DFA Funds. I was referred to Summit Wealth Mgmt (formerly Qualified Capital) in the the Irvine area. My new planner, Bryan Wisda, is great. I think they provide a wonderful service and have really helped me get everything organized and detailed so that if something happens to me, my wife, who ha ..."
    Ejm & Associates
    1 review: *****
    Irvine, CA 92614
    (949) 476-1183 Write review for this local business

    "Be careful when dealing with these people!! they have taken my money, all my legal papers and never called me back or answered any of my calls since. now i have to file my taxes and i have none of my corporation legal papers that i need for taxes! ..."
    Grant Bettingen Inc
    1 review: *****
    19900 Macarthur Blvd Ste 110, Irvine, CA 92612
    (949) 851-5830 Write review for this local business

    "Great Small Independent Broker Dealer that understands that the Broker is their Client. ..."
    H & R Block
    1 review: *****
    3338 S Bristol St, Santa Ana, CA 92704
    (714) 557-8171 Write review for this local business

    "One employee was extremely unprofessional to work with. He lied to my mother, who has been doing her taxes at this location for years. Her refund was $60 and her fee was $120! She had a dependent and made very little money, and, thus, qualified for a sufficient refund. Instead she was told "your taxes are fine" and then was hung up on after she called to inquire about why her return was so ..."
    White Ridge Consulting Inc Write review for this local business
    Irvine, CA 92602
    (949) 654-9000  
    Kauai Candy Company Write review for this local business
    Irvine, CA 92602
    (949) 854-3531  
    Venturelab LLC Write review for this local business
    Irvine, CA 92602
    (949) 509-7224  
    Barth Financial Planning Inc Write review for this local business
    Irvine, CA 92602
    (949) 753-2865  
    Contract Management Stratgies Write review for this local business
    Irvine, CA 92602
    (949) 725-0612  
    Valcor Consulting LLC Write review for this local business
    Irvine, CA 92602
    (949) 261-9800  
    H&R Block Write review for this local business
    3971 Irvine Blvd Ste 100, Irvine, CA 92602
    (714) 730-8074  
    Chase ATM Write review for this local business
    3981 Irvine Blvd, Irvine, CA 92602
    (800) 935-9935  
    Chase ATM Write review for this local business
    3949 Portola Pkwy, Irvine, CA 92602
    (800) 935-9935  
    Chase ATM Write review for this local business
    13200 Jamboree Rd, Irvine, CA 92602
    (800) 935-9935  
    Free Debt Settlement Consultation Write review for this local business
    Irvine, CA 92602
    (949) 451-9225  
    Premier Horizon Write review for this local business
    3943 Irvine Blvd, Irvine, CA 92602
    (949) 271-9575  
    Mcgover Credit & Debt Solutions Write review for this local business
    Irvine, CA 92602
    (949) 255-8878  
    Chris CPA Baker Cfp Write review for this local business
    1130 Roosevelt, Irvine, CA 92620
    (949) 263-1883  
    Retirement Benefit Group Write review for this local business
    980 Roosevelt Ste 220, Irvine, CA 92620
    (949) 786-4015  
    Citi Pwm Write review for this local business
    6436 Irvine Blvd, Irvine, CA 92620
    (949) 654-8258  
    Robert R Redwick Wealth Management Grp Write review for this local business
    5520 Trabuco Rd, Irvine, CA 92620
    (949) 727-0566  
    Bradford Financial Corp Write review for this local business
    4860 Irvine Blvd Ste 201, Irvine, CA 92620
    (714) 838-5846  

    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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