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Norman, Oklahoma - Financial Planning Consultants search results Premier Listings

Edward Jones - Financial Advisor: Laurie E Meese
Making Sense of Investing
Edward Jones
Making Sense of Investing
Financial Advisor: Keith E Reames Jr
Making Sense of Investing
Edward Jones - Financial Advisor: Chris Nelson
Making Sense of Investing
Edward Jones - Financial Advisor: John H Farris
Making Sense of Investing
Edward Jones - Financial Advisor: Tanner R Hayes
Making Sense of Investing
Edward Jones - Financial Advisor: Jolene T Nauman
Making Sense of Investing
Edward Jones - Financial Advisor: Amy M Million
Making Sense of Investing
 
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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    Investment Concepts
    2525 Nw Expressway Ste 216, Oklahoma City, OK 73112
    Comprehensive financial planning services, retirement planning, insurance planning and educational planning. We also address estate planning, estate protection and investment planning.
    (405) 840-1221
    Advance Financial Lighthouse Inc
    2200 Nw 50th St, Oklahoma City, OK 73112
    Our company offers financial advisory services, financial planning, investment services, and investment & insurance products. For money management and financial advice, call us.
    (405) 843-2380
    Oklahoma City Financial Planning Pros
    212 N Ann Arbor Ave, Oklahoma City, OK 73127
    Oklahoma City Financial Planning Pros helps people set up superior financial and retirement plans that are tax free, 100% safe, unlimited contribution limits, private and liquid.
    (405) 418-6266
    Summer Pointe Apartments
    1149 E Brooks St, Norman, OK 73071
    (405) 364-5622
    Rjh Realty Investments Inc
    501 Alameda St Ste E, Norman, OK 73071
    (405) 364-4801
    Oklahoma Long Term Care Associates
    309 22nd Ave Ne, Norman, OK 73071
    (405) 701-3760
    H & R Block
    1000 Alameda St, Norman, OK 73071
    (405) 329-1370
    Edward Jones
    1161 Sonoma Park Dr, Norman, OK 73071
    (405) 217-9083
    Financial Journeys
    2420 Springer Dr Ste 210, Norman, OK 73069
    (405) 329-1234
    Senior Financial Solutions
    717 Wall St, Norman, OK 73069
    (405) 366-1297
    Stephen H McDonald and Associates
    2200 Mckown Dr, Norman, OK 73072
    (405) 329-0123
    Governmental Finance of Oklahoma Inc
    2304 N Interstate Dr, Norman, OK 73072
    (405) 360-5840
    Inok Investments LLC
    617 24th Ave Sw, Norman, OK 73069
    (405) 579-4665
    Young Robert Earl Investments
    2413 Wilcox Dr, Norman, OK 73069
    (405) 329-9090
    Scott Steven
    408 Boulder Ct, Norman, OK 73072
    (405) 292-0077


    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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