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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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    Write review for this local business

    STANDARD LISTINGS:   FINANCIAL-PLANNING-CONSULTANTS IN/NEAR SHREVEPORT
    Renfro Financial Planning Write review for this local business
    4015 N State Line Ave, Texarkana, TX 75503
    (903) 280-5460  
    Help get your future started by consulting with a financial and retirement planning adviser! Retirement planning and investment advisory services to help you manage your money or repair credit.
    H Glen Burns CPA Cfp Write review for this local business
    400 Travis St, Shreveport, LA 71101
    (318) 424-4093  
    Caprice Financial Services Write review for this local business
    610 Texas St, Shreveport, LA 71101
    (318) 629-1263  
    Ladymon Interests Write review for this local business
    333 Texas St, Shreveport, LA 71101
    (318) 429-2451  
    Haynes Investments Write review for this local business
    333 Texas St, Shreveport, LA 71101
    (318) 221-6261  
    Sunland Production Company Inc Write review for this local business
    401 Edwards St Ste 1205, Shreveport, LA 71101
    (318) 222-3538  
    Civil Law Notary Write review for this local business
    401 Edwards St Ste 217, Shreveport, LA 71101
    (318) 747-4600  
    Eagle Financial Management Services LLC Write review for this local business
    400 Travis St Ste 310, Shreveport, LA 71101
    (318) 675-0826  
    Schoonover Investment Write review for this local business
    333 Texas St Ste 2230, Shreveport, LA 71101
    (318) 429-6750  
    Red River Bank Write review for this local business
    601 Market St, Shreveport, LA 71101
    (318) 675-2900  
    Raymond James Financial Services Write review for this local business
    401 Market St Ste 1400, Shreveport, LA 71101
    (318) 424-2000  
    Vector Investments Write review for this local business
    416 Travis St Ste 1108, Shreveport, LA 71101
    (318) 425-7712  
    Fairfield Group Write review for this local business
    101 Milam St, Shreveport, LA 71101
    (318) 227-8697  
    Josey Brett Wealth Management Inc Write review for this local business
    401 Edwards St Ste 824, Shreveport, LA 71101
    (318) 226-9999  
    Morgan Stanley Smith Barney Write review for this local business
    333 Texas St Ste 925, Shreveport, LA 71101
    (318) 227-1616  
    Argent Financial Group Write review for this local business
    333 Texas St Ste 699, Shreveport, LA 71101
    (318) 673-1920  
    Securities America Inc Write review for this local business
    400 Travis St, Shreveport, LA 71101
    (318) 221-2224  
    Kpmg Llp Write review for this local business
    333 Texas St Ste 1900, Shreveport, LA 71101
    (318) 227-8800  
    Williams Capital Group Write review for this local business
    330 Marshall St Ste 1000, Shreveport, LA 71101
    (318) 213-1061  
    Retirement by Design LLC Write review for this local business
    510 Commerce St, Shreveport, LA 71101
    (318) 471-6605  
    Ames Financial Inc Write review for this local business
    416 Travis St Ste 1106, Shreveport, LA 71101
    (318) 227-8944  
    Sandbar Investment Management Write review for this local business
    400 Travis St, Shreveport, LA 71101
    (318) 226-3099  
    Wilburn Financial Planning Write review for this local business
    3825 Gilbert Dr, Shreveport, LA 71104
    (318) 861-5914  
    Rolland-Miers LLC Write review for this local business
    2800 Youree Dr, Shreveport, LA 71104
    (318) 629-3400  

    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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