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Edward Jones - Financial Advisor: David Willoughby
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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 JACKSON
    Hertz Investment Group LLC Write review for this local business
    190 E Capitol St, Jackson, MS 39201
    (601) 949-7711  
    Viking Investments LLC Write review for this local business
    119 S President St Fl 2, Jackson, MS 39201
    (601) 326-1639  
    Mississippi State Government Financial Management Write review for this local business
    550 High St, Jackson, MS 39201
    (601) 359-3405  
    Kpmg Llp Write review for this local business
    188 E Capitol St Ste 1100, Jackson, MS 39201
    (601) 354-3701  
    Hertz Investment Group LLC Write review for this local business
    210 E Capitol St, Jackson, MS 39201
    (601) 949-7711  
    Mississippi State Government Transportation Missis Write review for this local business
    401 N West St, Jackson, MS 39201
    (601) 359-7011  
    Community Home Financial Services Write review for this local business
    235 E Capitol St, Jackson, MS 39201
    (601) 923-1992  
    American Financial Group Write review for this local business
    736 S President St, Jackson, MS 39201
    (601) 718-9314  
    Painewebber Write review for this local business
    162 E Amite St, Jackson, MS 39201
    (800) 243-7228  
    Mississippl State Government Central High Building Write review for this local business
    259 N West St, Jackson, MS 39201
    (601) 359-9714  
    Bell Financial Write review for this local business
    120 N Congress St, Jackson, MS 39201
    (601) 398-4621  
    A American Debt Counseling Write review for this local business
    Jackson, MS 39271
    (601) 982-0791  
    Cash First We Buy Houses Write review for this local business
    Po Box 68451, Jackson, MS 39286
    (601) 874-8502  
    Capital City Investment Properties LP Write review for this local business
    3582 Po Box, Jackson, MS 39207
    (601) 352-4711  
    Jacobs Family Investments Write review for this local business
    1125 Manship St, Jackson, MS 39202
    (769) 216-3257  
    One Capital Advisors Write review for this local business
    733 N State St, Jackson, MS 39202
    (601) 709-2118  
    Langford Financial Services Write review for this local business
    960 N State St, Jackson, MS 39202
    (601) 961-3413  
    Supra Management Corp Write review for this local business
    2135 Henry Hill Dr, Jackson, MS 39204
    (601) 922-9581  
    American Fair Credit Assn Write review for this local business
    2310 Highway 80 W, Jackson, MS 39204
    (601) 949-2777  
    J and W Services-Jackson Write review for this local business
    901 W Mcdowell Rd, Jackson, MS 39204
    (601) 965-5055  
    First Boise Investments Write review for this local business
    2460 Terry Rd, Jackson, MS 39204
    (601) 372-7157  
    Primerica Financial Services Write review for this local business
    931 Highway 80 W, Jackson, MS 39204
    (601) 665-4473  
    H & R Block Write review for this local business
    1335 Ellis Ave, Jackson, MS 39204
    (601) 592-6035  
    Robinson Asset Management Write review for this local business
    2310 Highway 80 W, Jackson, MS 39204
    (601) 352-6998  

    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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