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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 LEXINGTON
    Helmers Gatterdam Llc Write review for this local business
    157 North Broadway, Lexington, KY 40507
    (859) 309-9791  
    We offer a wide variety of planning services for families and business owners throughout Kentucky and the United States, including estate planning, IRAs, life and health insurance, long-term care, Medicare, annuities, taxes, and more.
    Frankl Asset Mg
    1 review: *****
    2509 Plantside Dr, Louisville, KY 40299
    (502) 491-2422 Write review for this local business

    "when i moved in the place it was nice then the management changed and any trash could move right in if they had the rent money ..."
    Capital Logic, Llc Write review for this local business
    P.o. Box 37323, Cincinnati, OH 45222
    (513) 335-6717  
    We encourage all consumers in the local Lexington area to use our Financial Advisors. Our staff is fully trained & dedicated to providing you excellent Financial Planning Consultants at an affordable price. For more information about our business in Lexington, call now!
    Ditto Dale S Cfp-Investments Write review for this local business
    307 S Ashland Ave, Lexington, KY 40502
    (859) 335-8152  
    Wb Terry Investments Write review for this local business
    110 Woodland Ave, Lexington, KY 40502
    (859) 255-8500  
    Mantrom Tax Service Write review for this local business
    1025 Dove Run Rd Ste 203, Lexington, KY 40502
    (859) 268-9906  
    E S Bar & Co Write review for this local business
    1999 Richmond Rd Ste 1B, Lexington, KY 40502
    (859) 266-1300  
    Fincastle Financial LLC Write review for this local business
    1611 Fincastle Rd, Lexington, KY 40502
    (859) 335-6615  
    Wiser Strategies Write review for this local business
    836 E Euclid Ave, Lexington, KY 40502
    (859) 269-0123  
    Chuck Powers Write review for this local business
    210 Old Mount Tabor Rd Ste C, Lexington, KY 40502
    (859) 269-6111  
    Andrew Hart - Financial Advisor Write review for this local business
    307 S Ashland Ave, Lexington, KY 40502
    (859) 335-8135  
    Itrust Asset Management LLC Write review for this local business
    3320 Tates Creek Rd Ste 200, Lexington, KY 40502
    (859) 425-1222  
    Lexington Asset Management Write review for this local business
    100 Chinoe Rd, Lexington, KY 40502
    (859) 266-5036  
    Duncan W Scott Invstmnts Write review for this local business
    488 Lakeshore Dr, Lexington, KY 40502
    (859) 266-6116  
    Detraz Gary W Invstmnts Write review for this local business
    202 Woodspoint Rd, Lexington, KY 40502
    (859) 269-1558  
    Joseph Federspiel Financial Services Write review for this local business
    2016 Lakeside Dr, Lexington, KY 40502
    (859) 276-1413  
    Edward Jones Write review for this local business
    1060 Chinoe Rd Ste 136, Lexington, KY 40502
    (859) 269-4800  
    Raymond James Financial Services Write review for this local business
    1025 Dove Run Rd Ste 308, Lexington, KY 40502
    (859) 268-6274  
    Edward Jones Write review for this local business
    802 E Euclid Ave, Lexington, KY 40502
    (859) 269-2203  
    Mcintosh-Ditto Wealth Management Group Write review for this local business
    307 S Ashland Ave, Lexington, KY 40502
    (859) 335-8153  
    Chase ATM Write review for this local business
    515 E Euclid Ave 1, Lexington, KY 40502
    (800) 935-9935  
    Chase ATM Write review for this local business
    3393 Tates Creek Rd, Lexington, KY 40502
    (800) 935-9935  
    Chase ATM Write review for this local business
    2910 Tates Creek Rd, Lexington, KY 40502
    (800) 935-9935  
    D Scott Neal Write review for this local business
    1999 Richmond Rd, Lexington, KY 40502
    (859) 254-3036  

    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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