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Bridgeport, Connecticut - Financial Planning Consultants search results Premier Listings

Edward Jones - Financial Advisor: Brian E Moles
Making Sense of Investing
Edward Jones
Making Sense of Investing
Consolidated Credit
Call today for an appointment
 
Terms to Know for Financial Planning Consultants

Working with a financial planning consultant is an enormous asset when it comes to managing your personal finances. Consultants can help you plan for the future, and assess the risk of different investments. Below are some of the top terms to know when you are working with financial planning services.

  • Financial Planning Consultant - This professional offers advise on personal finances. These advisors work specifically with budgeting for retirement, choosing personal investments and risk management for other monetary issues. They can also assist with wealth management for business owners, depending on the firm.
  • Risk Management - This is theoretically minimizing, or managing, potential financial risks or loss. This is done through creating economic value through specific financial tools, and mainly in relation to market risks.
  • Estate - This sum is the overall, net worth of any individual. This includes all assets, from property to jewelry, after the subtraction of any debts.
  • Financial Planning Software - This software offers programs that help individuals work with and increase their personal wealth. It performs tasks similar to that of an advisor, if not as in-depth. This can include spending charts, savings programs, and more.
  • Retirement - This is the stage of an individual's life when he or she completely ceases to work. This person is no longer engaged in his or her job, though the person may still have an income.
  • Social Security - This is a government social program where wealth is drawn out of an individual's payroll in the form of taxes. It is mostly used to fund seniors, individuals in retirement, or those on disability, though it also funds unemployment checks.
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    Financial Planning Association
    Denver, CO 80246
    Don't make important financial decisions without help from the financial planning consultants in our association. Our members are the most prestigious associates in the industry.
     
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    Emerald Wealth Advisors
    191 Post Road W, Westport, CT 06880
    Let Emerald Wealth Advisors in Westport, CT, help you secure your financial future. Our financial planning and asset management will get you on the right track.
    (203) 221-2623
    Kaskie Plude & Company
    324 Elm St Ste 103b, Monroe, CT 06468
    Our always fast, professional and accurate CPAs will help you with your tax preparation, financial planning, bookkeeping and more. Give us a call today for a thorough consultation.
    (203) 268-0020
    Hmrc, Llc
    N/A, Redding, CT 06896
    Contact me at (888) 979-3016 in Redding, CT, and reach the management consultant and restaurant consultant with your business's best interest in mind
    (203) 644-0625
    Nestor & Clayton LLP
    1140 Fairfield Ave, Bridgeport, CT 06605
    (203) 336-0166
    Tax Ax
    2134 North Ave, Bridgeport, CT 06604
    (203) 368-0407
    Glazer Accounting Services
    1638 Capitol Ave, Bridgeport, CT 06604
    (203) 334-4164
    Hoffman Investment Partners LLC
    10 Middle St Ste 703, Bridgeport, CT 06604
    (203) 339-3700
    Bridgeport Neighborhood Trust
    240 Fairfield Ave Ste 303, Bridgeport, CT 06604
    (203) 332-7977
    H & R Block
    56 Fairfield Ave, Bridgeport, CT 06604
    (203) 366-5527
    H & R Block
    1217 E Main St, Bridgeport, CT 06608
    (203) 333-8189
    Bradley J C & Son Inc
    2465 Black Rock Tpke Ste 2, Fairfield, CT 06825
    (203) 373-1900
    United Investment LLC
    3710 Main St, Bridgeport, CT 06606
    (203) 365-0526
    Prophet Financial Planning
    3324 Main St, Bridgeport, CT 06606
    (203) 870-8388
    JC Tax & Financial Services
    1809 Black Rock Tpke, Fairfield, CT 06825
    (203) 333-5502
    G Briggs & Sons Investments LLC
    94 Bailey Rd, Fairfield, CT 06825
    (203) 614-8270


    When dealing with finances and the economy, it is important to get the help a financial advisor to help manage your assets and wealth. This consultant will help you come up with an investment plan that fits your budget and the level of risk you are comfortable taking. One of the first steps in saving towards retirement is to create a budget. Your financial advisor can assess your cash flow to determine what steps to take. For example, if you are in debt, they will help you pay what you owe and work to repair your credit. They will then advise you on the best ways to use your salary to increase the value of your estate. One way they might increase a client's wealth is by their your money in a growing business. This might be a big risk, but often comes with the greatest reward. For example, many invest their money before a technology or software boom and therefore many financial consultants, as well as investors, make money this way. While wealth management services aren’t free, consider it an investment in your future. The expense of planning for you or your company’s future could mean saving an immense amount of money. It is possible to make a plan on your own, but without a licensed professional to advise you, you could miss out on valuable resources. Enlisting the aid of a financial advisor can give you peace of mind for your future, and allow you to live your life to its fullest knowing that you will have money to retire with.
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