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Salinas, California - Financial Planning Consultants search results Premier Listings

Edward Jones - Financial Advisor: Karen Hagman
Making Sense of Investing
Edward Jones - Financial Advisor: Angelika Lipow
Making Sense of Investing
Edward Jones - Financial Advisor: John G Musni
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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    Dollars and Sense
    1206 Bay St, Santa Cruz, CA 95060
    Dollars and Sense is lead by Caroline Ann Murphy, an Enrolled Agent, licensed to practice in front of the Internal Revenue Service. Since 1999, Dollars and Sense's mission is to provide individuals and corporations with comprehensive tax and financial services.
    (831) 251-4183
    David De La Rosa - LPL Financial
    5187 Empire Grade, Santa Cruz, CA 95060
    Our team approach can be an effective method to help private clients and small business owners who have a wide variety of needs as they maneuver through a complex financial-services world.
    (831) 427-3040
    Pertria Inc.
    100 Los Gatos Saratoga Rd Ste A, Los Gatos, CA 95032
    We are a collaboration of select professionals who deliver integrated financial solutions tailored toward fundamental financial practices, fiscal responsibilities, and more. Contact us today.
    (650) 654-7777
    Credit Repair
    531 S Main St, Salinas, CA 93901
    (831) 424-4261
    Blair Realty & Investment Properties
    32 E Alisal St Ste 203, Salinas, CA 93901
    (831) 754-1403
    Knapp Financial Group L L C
    975 W Alisal St Ste G, Salinas, CA 93901
    (831) 757-7144
    Centaurus Financial
    337 Lorimer St, Salinas, CA 93901
    (831) 783-1747
    Independent Financial Group
    45 W Alisal St, Salinas, CA 93901
    (831) 757-6525
    Ameriprise Financial
    307 Main St, Salinas, CA 93901
    (831) 772-9873
    Patton Cfs Deni L
    30 E San Joaquin St, Salinas, CA 93901
    (831) 754-2866
    Appling Jim Investments
    11 Harvest St, Salinas, CA 93901
    (831) 757-0567
    Professional Financial Service
    1124 S Main St, Salinas, CA 93901
    (831) 444-9800
    Prudential Financial
    1188 Padre Dr Ste 201, Salinas, CA 93901
    (831) 751-1870
    Baker Truck Brokerage Inc
    635 Sanborn Pl Ste 7, Salinas, CA 93901
    (831) 758-2525
    Hastie Financial Group
    1260 S Main St, Salinas, CA 93901
    (831) 422-4910


    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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