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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 MACON
    Montford Associates Write review for this local business
    3500 Piedmont Rd Ne Ste 225, Atlanta, GA 30305
    (404) 760-7470  
    Independent investment management consulting for corporations, endowments, foundations, & charitable institutions since 1989.
    Southern Barter Club Write review for this local business
    75 Maddox Rd, Buford, GA 30518
    (678) 546-0900  
    Southern Barter Club is in a Barter & Trade Exchange business that offers a variety of product and services to people.
    Layson Tony P Ea Csc Write review for this local business
    778 Mulberry St, Macon, GA 31201
    (478) 743-0260  
    Capitol St Financial Services Group Write review for this local business
    850 Walnut St, Macon, GA 31201
    (478) 471-2133  
    Diversified Financial Corporation Write review for this local business
    631 Arlington Pl, Macon, GA 31201
    (478) 755-0082  
    Due South Investments LLC Write review for this local business
    201 2nd St, Macon, GA 31201
    (478) 742-4577  
    Metlife Write review for this local business
    1347 Georgia Ave, Macon, GA 31201
    (478) 746-2655  
    Fnb Financial Services Inc Write review for this local business
    325 5th St, Macon, GA 31201
    (478) 743-9474  
    Central Georgia Financial Services LLC Write review for this local business
    520 Professional Dr Ste 2, Macon, GA 31201
    (478) 746-9401  
    Midcountry Financial Corp Write review for this local business
    201 2nd St Ste 950, Macon, GA 31201
    (478) 746-8005  
    Raymond James Financial Services Inc Write review for this local business
    484 Mulberry St Ste 290, Macon, GA 31201
    (478) 743-6556  
    Security First Write review for this local business
    778 Mulberry St, Macon, GA 31201
    (478) 743-0850  
    Sav-Tax Write review for this local business
    3884 Bloomfield Village Dr, Macon, GA 31206
    (478) 788-4052  
    Macon Tax Office Write review for this local business
    3707 Houston Ave, Macon, GA 31206
    (478) 781-7903  
    Tax Office Write review for this local business
    3701 Houston Ave, Macon, GA 31206
    (478) 784-9406  
    Lendmark Financial Services Write review for this local business
    4634 Presidential Pkwy Ste N, Macon, GA 31206
    (478) 475-5589  
    Dealership Capital Partners Write review for this local business
    2257 Heath Rd Ste 3A, Macon, GA 31206
    (478) 254-2477  
    H & R Block Write review for this local business
    3850 Pio Nono Ave, Macon, GA 31206
    (478) 785-9325  
    Nettworth Financial Group Write review for this local business
    116 Prentice Pl, Macon, GA 31204
    (478) 476-2123  
    Peachtree Planning Corp Write review for this local business
    3643 Vineville Ave, Macon, GA 31204
    (478) 471-6166  
    Beall Financial Planning Write review for this local business
    2107 Ingleside Ave, Macon, GA 31204
    (478) 743-9023  
    Lpl Financial Write review for this local business
    2218 Ingleside Ave, Macon, GA 31204
    (478) 738-8600  
    H&R Block Write review for this local business
    2869 Napier Ave, Macon, GA 31204
    (478) 750-8299  
    Royal Alliance Associates Inc Write review for this local business
    119 Calloway Dr, Macon, GA 31204
    (478) 741-4457  

    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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