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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 REDDING
    Lpl Financial Write review for this local business
    2400 Washington Ave Ste 300, Redding, CA 96001
    (530) 243-2234  
    Andy Cfp Duff CLU Chfc Write review for this local business
    1348 Market St, Redding, CA 96001
    (530) 246-4333  
    LPL Financial Write review for this local business
    1314 Trinity St, Redding, CA 96001
    (530) 243-1386  
    Cibula Alvin M Financial Consultant Write review for this local business
    1318 Court St, Redding, CA 96001
    (530) 246-2598  
    Bambauer Sherrill Write review for this local business
    1890 Park Marina Dr Ste 102, Redding, CA 96001
    (530) 243-5646  
    Riley Tim & Associates Write review for this local business
    1636 East St Ste A, Redding, CA 96001
    (530) 244-4846  
    Esquire Realty Investments Inc Write review for this local business
    2515 Park Marina Dr, Redding, CA 96001
    (530) 229-1272  
    Credit Repair Write review for this local business
    1845 California St, Redding, CA 96001
    (530) 244-7093  
    Parlay Investments Write review for this local business
    1510 Market St, Redding, CA 96001
    (530) 244-4246  
    Darling Accounting & Tax Servi Write review for this local business
    1700 Market St, Redding, CA 96001
    (530) 244-1504  
    Alice Stribling Advocacy Write review for this local business
    2486 Progress Dr, Redding, CA 96001
    (530) 246-0418  
    Letitia Smith Write review for this local business
    2477 Athens Ave, Redding, CA 96001
    (530) 246-2163  
    Glenn Rank Financial Services Write review for this local business
    760 Cypress Ave Ste 302, Redding, CA 96001
    (530) 226-1600  
    Royal Alliance Associates Inc-Tom J Wood Cfp Ea Write review for this local business
    1828 South St, Redding, CA 96001
    (530) 244-7526  
    Edward Jones Write review for this local business
    870 Cypress Ave, Redding, CA 96001
    (530) 247-0650  
    H & R Block Write review for this local business
    1822 Buenaventura Blvd Ste 110, Redding, CA 96001
    (530) 244-6680  
    Edward Jones Write review for this local business
    3639 Eureka Way, Redding, CA 96001
    (530) 246-8893  
    Fisher Financial Write review for this local business
    2400 Washington Ave, Redding, CA 96001
    (530) 243-2234  
    Chase ATM Write review for this local business
    4095 Railroad Ave, Redding, CA 96001
    (800) 935-9935  
    Chase ATM Write review for this local business
    3375 Placer St, Redding, CA 96001
    (800) 935-9935  
    First Pacific Financial Write review for this local business
    16624 Power Line Rd, Redding, CA 96001
    (530) 223-6297  
    Lpl Financial Write review for this local business
    2400 Washington Ave, Redding, CA 96001
    (530) 242-6155  
    Guerrero Financial Services Write review for this local business
    Redding, CA 96099
    (530) 275-3875  
    Pivotal Directions Inc Write review for this local business
    3595 Iron Ct, Shasta Lake, CA 96019
    (530) 275-0400  

    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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