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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 ROANOKE
    Bud & Company Write review for this local business
    505 S Jefferson St, Roanoke, VA 24011
    (540) 344-8800  
    Budd & Company, PLC, CPA's in Roanoke, Val is a full service tax, accounting and business consulting CPA firm. We specialize in tax preparation for individuals and business.
    Untersee Financial Services
    1 review: *****
    3433 Brambleton Ave Ste 200B, Roanoke, VA 24018
    (540) 777-5821 Write review for this local business

    "I am a customer of this service, and have found it to fulfill all my expectations of investment services. I highly recommend it to others. ..."
    Ameriprise Financial Blakeman Mark K Cfp Write review for this local business
    Greensboro, NC 27455
    (336) 286-7663  
    Certified financial planners at your disposal. Not great at money management? Get financial information and/or advice from us. We will help you with banking, debt, and investments.
    Beacon Wealth Consultants Inc Write review for this local business
    324 Washington Ave SW Ste B, Roanoke, VA 24016
    (540) 345-3891  
    Heritage Financial Services Inc Write review for this local business
    358 Campbell Ave SW, Roanoke, VA 24016
    (540) 343-9985  
    Valley Wealth Management Services Inc Write review for this local business
    36 Church Ave SW, Roanoke, VA 24011
    (540) 777-2121  
    Wayne Firebaugh Inc Write review for this local business
    111 Campbell Ave SW Ste 1B, Roanoke, VA 24011
    (540) 366-5800  
    Wells Fargo Advisors Write review for this local business
    5 Market St SE, Roanoke, VA 24011
    (540) 342-8905  
    Catawba Capital Management Write review for this local business
    10 S Jefferson St Ste 1210, Roanoke, VA 24011
    (540) 342-1212  
    Wells Fargo Advisors Write review for this local business
    10 S Jefferson St Ste 100, Roanoke, VA 24011
    (540) 345-6771  
    Morgan Stanley Smith Barney Write review for this local business
    213 S Jefferson St Ste 1600, Roanoke, VA 24011
    (540) 345-1555  
    V I P Planners Write review for this local business
    1502 Franklin Rd SW, Roanoke, VA 24016
    (540) 342-1895  
    Fee-Only Financial Planning Lc Write review for this local business
    355 Campbell Ave SW, Roanoke, VA 24016
    (540) 342-7102  
    Harrison & Co Wealth Management Write review for this local business
    24 Church Ave SE, Roanoke, VA 24011
    (540) 204-9310  
    Integrity Financial Planning Inc Write review for this local business
    19 Highland Ave SW, Roanoke, VA 24016
    (540) 344-0684  
    Titan Wealth Management Write review for this local business
    129 Campbell Ave SE, Roanoke, VA 24011
    (540) 266-3409  
    Painewebber Write review for this local business
    10 Franklin Rd SE, Roanoke, VA 24011
    (540) 344-5571  
    Carilion Write review for this local business
    213 S Jefferson St Ste 633, Roanoke, VA 24011
    (888) 822-1872  
    Carilion Patient Financial Services Write review for this local business
    213 S Jefferson St Ste 416, Roanoke, VA 24011
    (540) 224-5900  
    Merrill Lynch Wealth Management Write review for this local business
    114 Market St SE, Roanoke, VA 24011
    (540) 985-5400  
    The Trust Compa Write review for this local business
    204 S Jefferson St, Roanoke, VA 24011
    (540) 343-1500  
    Vaco Risk Management Programs Write review for this local business
    308 Market St SE, Roanoke, VA 24011
    (540) 777-3168  
    F Brooks Lee Cfp Crpc Write review for this local business
    1017 2nd St SW, Roanoke, VA 24016
    (540) 981-0657  
    James C. Justice Companies Inc Write review for this local business
    302 S Jefferson St, Roanoke, VA 24011
    (540) 342-1936  

    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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