![]() ![]() Let’s say you need some help on a profit and loss analysis for your business. Then, they sit down with you and propose a strategy for reaching your goal. Or for guidance on estate planning, you’ll want a consultant who’s a CFP (Certified Financial Planner).Īll-in-all, if you’ve got a specific money issue, there’s probably a financial consultant out there who’s got a certification for it.Ī consultant looks at all of your assets-bank accounts, investments, the whole nine yards-to get a full picture. ![]() So, if you need help with managing bonds (fancy), you’ll need a financial consultant with a Series 65 license. ![]() ![]() It depends on what their employer requires or what they specialize in. They help with a wide range of topics, like showing someone how to invest in the right places or advising businesses on how to manage their funds and bonds.Ĭonsultants largely belong to consulting firms (think Morgan Stanley or Charles Schwab), although, some are self-employed.Īnd while most consultants studied business, finance or something like that in college, they usually have certifications too. And that includes anything from helping a business with investment banking to showing someone how to get that retirement they daydream about.īut when it comes to crushing your money goals, how do you know if you need a financial consultant or someone else to help you do it? Let’s find out.įinancial consultants are professionally trained to give you (or your business ) advice about specific money issues. Simply put, financial consultants help people figure out the best strategy for their money situation. But do you even know what a financial consultant is or what they do? You’ve heard of them-whether it’s from a Facebook ad, a tv commercial, or the Charles Schwab magnet on your aunt’s fridge. ![]()
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