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Edward Jones
serving North Dakota
Making Sense of Investing
Business Profile
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 NORTH DAKOTA
    Waddell & Reed Inc Write review for this local business
    1120 College Dr, Bismarck, ND 58501
    (701) 222-2445  
    Jeff Frankhauser Financial Network Write review for this local business
    3801 Lockport St Ste 4, Bismarck, ND 58503
    (701) 255-3125  
    Gilchrist & Fettig Financial Write review for this local business
    1929 N Washington St Ste J, Bismarck, ND 58501
    (701) 250-5126  
    Security Insurance & Investment Center Inc Write review for this local business
    3000 N 14th St, Bismarck, ND 58503
    (701) 250-9001  
    Gilchrist & Fettig Financial Write review for this local business
    117 Highway 49 N, Beulah, ND 58523
    (701) 873-4117  
    Investment Centers of America Inc Write review for this local business
    512 W Main St, Beulah, ND 58523
    (701) 873-4565  
    Wagner Financial Services Write review for this local business
    121 S 5th St, Bismarck, ND 58504
    (701) 222-8504  
    Fms Financial Planning Write review for this local business
    919 S 7th St Ste 401, Bismarck, ND 58504
    (701) 355-9160  
    First Dakota National Bank Write review for this local business
    212 N 4th St, Bismarck, ND 58501
    (701) 250-3300  
    Agri-Risk Management Write review for this local business
    308 Po Box, Beach, ND 58621
    (701) 872-4461  
    Edward Jones Write review for this local business
    1777 E Capitol Ave, Bismarck, ND 58501
    (701) 224-0153  
    Edward Jones Write review for this local business
    109 E Century Ave, Bismarck, ND 58503
    (701) 255-2928  
    Eggers Audio-Video Write review for this local business
    116 W Main Ave, Bismarck, ND 58501
    (701) 223-2060  
    Morgan Stanley Smith Barney Write review for this local business
    232 W Century Ave, Bismarck, ND 58503
    (701) 223-0135  
    Megan Asset Management Inc Write review for this local business
    1424 W Century Ave Ste 102, Bismarck, ND 58503
    (701) 223-5672  
    Garry Pierce Financial Services LLP Write review for this local business
    1929 N Washington St Ste H, Bismarck, ND 58501
    (701) 222-3017  
    Edward Jones Write review for this local business
    201 E Broadway Ave, Bismarck, ND 58501
    (701) 258-2459  
    Sauer Jason Financial Service's Write review for this local business
    516 Colt Ave, Bismarck, ND 58503
    (701) 255-3688  
    H & R Block Write review for this local business
    543 S 7th St, Bismarck, ND 58504
    (701) 255-6191  
    H & R Block Write review for this local business
    1205 E Bismarck Expy, Bismarck, ND 58504
    (701) 223-9666  
    Edward Jones Write review for this local business
    1701 Burnt Boat Dr Ste B, Bismarck, ND 58503
    (701) 255-1196  
    Edward Jones Write review for this local business
    619 Riverwood Dr Ste 201, Bismarck, ND 58504
    (701) 323-7953  
    Edward Jones Write review for this local business
    301 E Front Ave Ste 104, Bismarck, ND 58504
    (701) 222-4802  
    Precision Financial Services Write review for this local business
    919 S 7th St Ste 505, Bismarck, ND 58504
    (701) 258-9200  

    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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