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Olathe, Kansas - Financial Planning Consultants search results Premier Listings

Edward Jones--Financial Advisor: Andy Jacober
Making Sense of Investing
Edward Jones--Financial Advisor: Amy Patton
Making Sense of Investing
Edward Jones--Financial Advisor: Kristi Young
Making Sense of Investing
Edward Jones--Financial Advisor: Katie Dixon
Making Sense of Investing
Financial Advisor: Michelle A Pearson
Making Sense of Investing
Edward Jones
Making Sense of Investing
Edward Jones - Financial Advisor: Eric R Schmitt
Making Sense of Investing
Edward Jones - Financial Advisor: Steve Brown
Making Sense of Investing
Edward Jones - Financial Advisor: Lucas A Fender
Making Sense of Investing
Edward Jones - Financial Advisor: Norman D Grant
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.
    Edward Jones - Financial Advisor: Chris Alpers
    Making Sense of Investing
    Edward Jones--Financial Advisor: Scott L Jorgensen
    Making Sense of Investing
     
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    SLR Tax
    6222 Raytown Trfy, Kansas City, MO 64133
    Contact us at (913) 701-7011 in Kansas City, MO, for easily understood financial statements from our hardworking accountants.
    (913) 701-7011
    Nextgen Wealth
    405 Sw Waterfall Ct, Lee's Summit, MO 64081
    NextGen Wealth is a financial planning and investment management firm with an emphasis on serving the successful Generation X & Y business professional, entrepreneur or business owner.
    (816) 287-4780
    Alliance Financial & Income Tax
    1900 Nw South Outer Rd Ste 202, Blue Springs, MO 64015
    To assist individuals and small business in pursuing financial independence through education, personalized accounting, tax, financial, and investment management services.
    (816) 220-2001
    Greenfield & Davidson Chartered
    601 N Mur Len Rd, Olathe, KS 66062
    (913) 780-0788
    Kcd Investment
    1990 E Santa Fe St Ste 103, Olathe, KS 66062
    (913) 393-0194
    Callison & Advisors
    17690 S Switzer St, Olathe, KS 66062
    (913) 681-5800
    Genesis Investment Group
    1707 E Cedar St, Olathe, KS 66062
    (913) 440-9267
    Tax Advisory Group
    801 S Clairborne Rd, Olathe, KS 66062
    (913) 764-1127
    Shashi Modha
    12755 S Mur Len Rd Ste B8, Olathe, KS 66062
    (913) 764-1590
    Jason M. Park
    14105 S Mur Len Rd, Olathe, KS 66062
    (913) 829-2700
    Gerard Wealth Management
    300 S Clairborne Rd, Olathe, KS 66062
    (913) 747-2349
    Jack C Schroll Investments
    14069 W 117th St, Olathe, KS 66062
    (913) 390-0605
    Scott Johnson
    15705 S Us 169 Hwy Ste 102, Olathe, KS 66062
    (913) 782-9292
    H & R Block
    15254 W 119th St, Olathe, KS 66062
    (913) 393-2001
    H & R Block
    15245 W 135th St, Olathe, KS 66062
    (913) 393-3120


    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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