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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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    Mission Wealth Management LLC
    1111 Chapala St Ste 300, Santa Barbara, CA 93101
    Our founding vision for Mission Wealth was simple — to empower affluent families to pursue their financial dreams. When we built our firm, we saw a demand for something different from what other finan
    (805) 882-2360
    American Financial Planners Group
    We're a financial advising firm providing budgeting and cash management, income tax planning, retirement planning and more. If you need financial education, get in touch with our firm.
    (1) Review Write a review
    (805) 969-5444
     
    User Review: "Did an exceptional job helping us plan for our retirement, and continued to assist us as we made the transition." - Sharon (CA)
    United Car Title Loans
    2474 E. Main Street, Ventura, CA 93003
    Need fast cash? If you're in a money pinch and own a clear auto title, we have just what you need! A United Car Title Loan is a safe and secured loan using your car title.
    (805) 500-8332
    Associates West Financial & Insurance Services
    1306 Santa Barbara St, Santa Barbara, CA 93101
    (805) 965-3600
    Strategic Wealth Management
    15 W Carrillo St, Santa Barbara, CA 93101
    (805) 879-7550
    West Coast Financial LLC
    1525 State St, Santa Barbara, CA 93101
    (805) 962-9131
    McKenna Philip J
    321 E Mission St, Santa Barbara, CA 93101
    (805) 682-0302
    Green Sherpa
    1315 State St, Santa Barbara, CA 93101
    (805) 456-5999
    Monarch Wealth Strategies
    1501 State St, Santa Barbara, CA 93101
    (805) 564-0808
    Pensionmark Retirement Group
    24 E Cota St, Santa Barbara, CA 93101
    (805) 456-6260
    Bourke Wealth Management
    1825 State St Ste 102, Santa Barbara, CA 93101
    (805) 966-0863
    Montecito Capital Management
    225 E Carrillo St, Santa Barbara, CA 93101
    (805) 965-7955
    Bergquist Michael J
    1114 State St Ste 300, Santa Barbara, CA 93101
    (805) 568-5313
    Charles Schwab
    900 Chapala St, Santa Barbara, CA 93101
    (805) 884-4218
    Ameriprise Financial
    1625 State St Ste 4, Santa Barbara, CA 93101
    (805) 682-8187


    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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