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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 SOUTHWICK
    Bigras Cindy M
    1 review: *****
    1365 MAIN ST, SPRINGFIELD, MA 01103
    (413) 747-2002 Write review for this local business

    "Cindy is trustworthy, steady and a good person to trust with your money. I have been impressed with how she's handled both my 401K and my regular portfolio, both of which have grown substantially. I would recommend her to anyone who is seeking a good listener who understands how important investments, savings and especially, listening is to doing a good job with someone's savings. ..."
    Moroukian Wealth Management Group
    1 review: *****
    5 Computer Dr W, Albany, NY 12205
    (518) 453-1200 Write review for this local business

    "Poor and untimely communications have caused me to move all of my investments to another adviser. They failed to provide timely communications, and then failed to follow my instructions to rebalance my portfolio. Would not recommend. ..."
    Roge R W & Company Inc Write review for this local business
    630 Johnson Ave Ste 103, Bohemia, NY 11716
    (631) 218-0077  
    We are comprised of a team of wealth management advisors specializing in fee only, unbiased financial advice since 1986. We work with our clients to develop and implement a highly personalized wealth management process.
    Southeastern Financial Write review for this local business
    208 College Hwy Ste 15, Southwick, MA 01077
    (413) 998-3075  
    Drenens Tax Service Write review for this local business
    642 College Hwy, Southwick, MA 01077
    (413) 569-0015  
    H&R Block Write review for this local business
    610 College Hwy, Southwick, MA 01077
    (413) 569-6808  
    First Niagara Financial Group Write review for this local business
    664 College Hwy, Southwick, MA 01077
    (413) 747-1425  
    Ameriprise Financial Write review for this local business
    1349 Springfield St, Feeding Hills, MA 01030
    (413) 821-9380  
    Diversified Inv Write review for this local business
    6 Fawn Dr, Granby, CT 06035
    (860) 844-0171  
    Heminway & Associates Write review for this local business
    33 Hartford Ave, Granby, CT 06035
    (860) 653-0550  
    Ameriprise Financial Write review for this local business
    94 N Elm St Ste 304, Westfield, MA 01085
    (413) 572-1114  
    Lb Eddy Write review for this local business
    507 Southampton Rd Ste 2, Westfield, MA 01085
    (413) 568-5992  
    Oxford Financial Services Ll C Write review for this local business
    1 Mountain Rd, Suffield, CT 06078
    (860) 668-1957  
    Maffe Financial Group Write review for this local business
    39 Court St, Westfield, MA 01085
    (413) 562-2253  
    Belisle Donald J Write review for this local business
    39 Court St, Westfield, MA 01085
    (413) 568-5705  
    Tjb Financial Services Inc Write review for this local business
    9 School St, East Granby, CT 06026
    (860) 844-0300  
    Ameriprise Financial Write review for this local business
    68 Bridge St Unit 213, Suffield, CT 06078
    (860) 668-4040  
    Transamerica Write review for this local business
    166 Elm St, Westfield, MA 01085
    (413) 568-8390  
    Drenen's Tax Service Write review for this local business
    36 Elm St, Westfield, MA 01085
    (413) 642-3127  
    Liptak John P CPA PC Write review for this local business
    30 Court St Ste 6, Westfield, MA 01085
    (413) 568-0979  
    Ayre Investments Write review for this local business
    648 Main St, Agawam, MA 01001
    (413) 786-2084  
    FSC Securities Corp Write review for this local business
    102 Elm St, Westfield, MA 01085
    (413) 572-0944  
    TLC Insurance & Investments Write review for this local business
    156 Elm St, Westfield, MA 01085
    (413) 485-7577  
    Ted Zentek Write review for this local business
    2 Creamery Brk Ste 2, East Granby, CT 06026
    (860) 254-6177  

    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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