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Edward Jones - Financial Advisor: Jerry L Hunt
Making Sense of Investing
Edward Jones - Financial Advisor: Leo J Priemer
Making Sense of Investing
Edward Jones - Financial Advisor: Eric B Ytterberg
Making Sense of Investing
Edward Jones - Financial Advisor: Ryan Hale
Making Sense of Investing
Edward Jones - Financial Advisor: Sunu G Thomas
Making Sense of Investing
Edward Jones - Financial Advisor: Bret J Forsyth
Making Sense of Investing
Financial Advisor: Kimberly E Thibodeau
Making Sense of Investing
Financial Advisor: Patrick C Reighter
Making Sense of Investing
Financial Advisor: Christopher L Horoky
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.
    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
    Making Sense of Investing
    Edward Jones--Financial Advisor: Leo E Priemer
    Making Sense of Investing
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    Elaine Morris
    711 Plaza Dr Ste 1, Chesterton, IN 46304
    Allstate Insurance Company- Elaine Morris specializes in auto insurance, home insurance, insurance, cheap insurance, and insurance quotes in Chesterton, IN and surrounding areas.
    (219) 928-0135
    HFG Advisors Group
    5659 W Michigan Ave, Kalamazoo, MI 49009
    Get your finances in order with HFG Advisors Group in Kalamazoo, MI. Our team offers financial planning, investment advice, and more.
    (269) 743-3949
    AGORA Community Services
    1831 E 79th St, Chicago, IL 60649
    Discover your path to a better financial future. Reach out to our financial advisors in Chicago, IL.
    (312) 767-6544
    Sym Financial Corporation
    210 S Michigan St Ste 300, South Bend, IN 46601
    (574) 287-0035
    Walter & Keenan Financial Consulting
    211 W Washington St Ste 2400, South Bend, IN 46601
    (574) 287-5977
    Creative Financial Planning Advisors Inc
    112 W Jefferson Blvd Ste 601, South Bend, IN 46601
    (800) 726-5427
    Northern Indiana Workforce Inv
    851 Marietta St, South Bend, IN 46601
    (574) 239-2192
    Harbor Springs Financial Management
    202 S Michigan St, South Bend, IN 46601
    (574) 287-5000
    E Valuate Commercial
    101 N Michigan St, South Bend, IN 46601
    (574) 237-6012
    Corporate Investment International
    211 W Washington St, South Bend, IN 46601
    (574) 235-0955
    Kestrel Wealth Management LLC
    105 E Jefferson Blvd Ste 224, South Bend, IN 46601
    (574) 233-2200
    Merrill Lynch Wealth Management
    100 N Michigan St, South Bend, IN 46601
    (574) 282-3600
    Edward Jones
    227 S Main St Ste 101, South Bend, IN 46601
    (574) 288-3510
    Witkowski Financial Services/P
    105 E Jefferson Blvd, South Bend, IN 46601
    (574) 232-2788
    Edward Jones
    431 S Main St, South Bend, IN 46601
    (574) 289-9292

    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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