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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 SALISBURY
    Debtlessen Write review for this local business
    10229 Scaggsville Rd., Laurel, MD 20723
    (775) 310-4363  
    Debtlessen provides immediate debt relif with expert do it yourself debt solutions that are self-customized based on your requirements. Become debt free in 12-36 months.
    United Planners' Financial Services Write review for this local business
    606 Baltimore Avenue Suite 105, Towson, MD 21204
    (410) 494-1818  
    Serving Towson, MD and outlying areas, Tony Ristaino and associates of United Planners Financial Services are offering the following services not limited to; tax management, wealth management.
    H&R Block Write review for this local business
    29 W Delilah Rd, Pleasantville, NJ 08232
    (609) 383-9855  
    For all of your tax and accounting needs, we are your affordable and accurate choice. Come by or schedule an appointment so we can assist you with taxes, financial consulting and more.
    Kyle Pollock US Inc Write review for this local business
    106 Circle Ave, Salisbury, MD 21801
    (410) 543-8466  
    Morgan Stanley Smith Barney Write review for this local business
    201 E Main St, Salisbury, MD 21801
    (410) 341-7900  
    Strategic Wealth Mgt Group Write review for this local business
    1405 Wesley Dr, Salisbury, MD 21801
    (410) 341-0026  
    Long Insurance Agency Write review for this local business
    217 Maryland Ave, Salisbury, MD 21801
    (410) 548-7629  
    Complementary Care Co Write review for this local business
    2245 Northwood Dr, Salisbury, MD 21801
    (410) 548-1100  
    Bailey's Taxi Service Write review for this local business
    336 Lake St, Salisbury, MD 21801
    (410) 546-4025  
    Delmarva Wealth Management Write review for this local business
    543 Riverside Dr Ste B, Salisbury, MD 21801
    (410) 912-4286  
    M&T Bank Write review for this local business
    155 E Carroll St, Salisbury, MD 21801
    (410) 548-7222  
    M&T Bank Write review for this local business
    2730 N Salisbury Blvd, Salisbury, MD 21801
    (410) 546-5275  
    M&T Bank Write review for this local business
    823 S Salisbury Blvd, Salisbury, MD 21801
    (410) 546-7720  
    H & R Block Write review for this local business
    409 N Fruitland Blvd, Salisbury, MD 21801
    (410) 219-2530  
    H & R Block Write review for this local business
    2702 N Salisbury Blvd, Salisbury, MD 21801
    (410) 219-9051  
    Infocus Financial Advisors Inc Write review for this local business
    540 Riverside Dr, Salisbury, MD 21801
    (410) 677-4848  
    Hebrew Quality Investments Write review for this local business
    28721 Ocean Gtwy, Salisbury, MD 21801
    (443) 944-9708  
    Bank of Delmarva Write review for this local business
    2727 N Salisbury Blvd, Salisbury, MD 21801
    (410) 742-9401  
    Lincoln National Life Insurance Co Write review for this local business
    112 Baptist St, Salisbury, MD 21801
    (410) 742-6126  
    Lloyd's Asset Management Write review for this local business
    800 S Salisbury Blvd, Salisbury, MD 21801
    (410) 860-8197  
    Cfs Retirement & Tax Solutions Write review for this local business
    318 E Main St, Salisbury, MD 21801
    (410) 546-0911  
    Merrill Lynch Wealth Management Write review for this local business
    224 E Main St, Salisbury, MD 21801
    (410) 860-5500  
    H & R Block Write review for this local business
    2306 N Salisbury Blvd, Salisbury, MD 21801
    (410) 860-8635  
    Lendmark Financial Services Write review for this local business
    2420 N Salisbury Blvd, Salisbury, MD 21801
    (410) 749-2800  

    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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