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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 TALLAHASSEE
    Waddell & Reed, Tallahassee
    1 review: *****
    3500 Financial Plaza Suite 300, Tallahassee, FL 32312
    (850) 894-9950 Write review for this local business

    "I really liked the way they listened to what I wanted to accomplish. I expected him to be boring, and he is really passionate about what he does! He gets me excited about what is possible with hard work and a system. I sleep better knowing he is managing my money. I only have 10 years left until I want to retire, and he has shown me how I can get it done without sacrificing my entire current l ..."
    Michael A Bell Cfp Write review for this local business
    1331 E Lafayette St, Tallahassee, FL 32301
    (850) 562-7526  
    Milt CLU Bauguess Chfc Write review for this local business
    2321 Hansen Ct, Tallahassee, FL 32301
    (850) 656-3400  
    ING Retirement Write review for this local business
    603 E Park Ave, Tallahassee, FL 32301
    (850) 222-2763  
    Byrd Financial Services Write review for this local business
    820 E Park Ave, Tallahassee, FL 32301
    (850) 222-5001  
    Allen Mooney & Barness Investment Advisors LLC Write review for this local business
    318 N Calhoun St, Tallahassee, FL 32301
    (850) 894-2930  
    Charles Schwab Write review for this local business
    909 E Park Ave, Tallahassee, FL 32301
    (850) 222-1290  
    Florida Black Business Investment Board Write review for this local business
    1030 E Lafayette St Ste 7, Tallahassee, FL 32301
    (850) 878-0826  
    Investment One Realty LLC Write review for this local business
    3485 S Monroe St, Tallahassee, FL 32301
    (850) 222-0360  
    Super Holdings Investments Write review for this local business
    401 E Virginia St, Tallahassee, FL 32301
    (850) 222-9730  
    Fides Investments Group LLC Write review for this local business
    1357 E Lafayette St, Tallahassee, FL 32301
    (877) 807-2266  
    The Principal Financial Group Write review for this local business
    2321 Hansen Ct, Tallahassee, FL 32301
    (850) 656-3400  
    Onemain Financial Write review for this local business
    534 N Monroe St, Tallahassee, FL 32301
    (850) 224-1410  
    H & R Block Write review for this local business
    3030 S Monroe St, Tallahassee, FL 32301
    (850) 877-6255  
    Culbreth Financial Group Write review for this local business
    343 N Monroe St, Tallahassee, FL 32301
    (850) 222-0930  
    Home Helpers Write review for this local business
    1117 Rosewood Dr, Tallahassee, FL 32301
    (850) 668-1164  
    Met Life Tlh Write review for this local business
    1501 E Park Ave Ste 100, Tallahassee, FL 32301
    (850) 386-6211  
    Merrill Lynch Wealth Management Write review for this local business
    215 S Monroe St, Tallahassee, FL 32301
    (850) 599-8900  
    ING Financial Advisers Write review for this local business
    603 E Park Ave, Tallahassee, FL 32301
    (850) 222-2793  
    Preservation Financial Write review for this local business
    1695 Metropolitan Cir, Tallahassee, FL 32308
    (850) 523-7877  
    American 1st Financial Services Group Inc Write review for this local business
    Tallahassee, FL 32306
    (850) 671-4593  
    Ameriprise Financial Write review for this local business
    2292 Wednesday St Ste 2, Tallahassee, FL 32308
    (850) 906-9862  
    Eisenman Howard Efs Write review for this local business
    3116 Capital Cir NE, Tallahassee, FL 32308
    (850) 224-0630  
    Eliot S Rosenberg CLU Chfc Write review for this local business
    2804 Remington Green Cir Ste 4, Tallahassee, FL 32308
    (850) 386-7095  

    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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