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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.
    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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    GuideWell Financial
    3625 E Thousand Oaks Blvd Ste 266, Westlake Village, CA 91362
    We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation.
    (805) 494-5094
    Holthouse Carlin & Van Trigt
    4550 E Thousand Oaks Blvd Ste 100, Thousand Oaks, CA 91362
    CPA Westlake Village. HCVT accounting firm located in Westlake Village. Consistently recognized as one of the Top 50 CPA firms in the nation by Public Accounting Report.
    (805) 374-8555
    Hartfield Financial
    P. O. Box 101, Simi Valley, CA 93062
    Financial & Insurance Services is an Independent Financial Services company providing Insurance (Auto, Home & Life), IRA, Rollovers, 401k and 403b accounts as well as Health, Life and Disability.
    (1) Review Write a review
    (805) 522-5815
    User Review: "Tom was very helpful and knowledgeable in putting the appropriate retirement plan in place for me and my business. His..." - Mark (CA)
    John L Nielsen Certified Financial Planner
    200 N Westlake Blvd, Thousand Oaks, CA 91362
    (805) 495-2157
    Financial Planning for Generations
    31111 Agoura Rd Ste 100, Westlake Village, CA 91361
    (818) 889-1982
    Laurus Financial Group
    31225 La Baya Dr Ste 115, Thousand Oaks, CA 91362
    (818) 991-7700
    Sbs Corp
    31416 Agoura Rd Ste 135, Westlake Village, CA 91361
    (818) 597-4363
    Miller Financial Planning
    875 S Westlake Blvd, Westlake Village, CA 91361
    (805) 494-4868
    Associated Securities Corp
    200 N Westlake Blvd, Thousand Oaks, CA 91362
    (805) 495-2157
    Bruce Thomas Cfp
    2239 Townsgate Rd, Westlake Village, CA 91361
    (805) 778-1160
    Alliance Financial Group Inc
    3390 Auto Mall Dr, Thousand Oaks, CA 91362
    (805) 371-8020
    David W Powell Cfp
    370 N Westlake Blvd, Thousand Oaks, CA 91362
    (805) 495-6895
    Bumbarger Financial Partners
    100 N Westlake Blvd Ste 203, Thousand Oaks, CA 91362
    (805) 557-4998
    Summit Financial Consultants
    31364 Via Colinas Ste 105, Thousand Oaks, CA 91362
    (818) 889-9373
    Mackellar & Associates
    3625 E Thousand Oaks Blvd Ste 275, Thousand Oaks, CA 91362
    (805) 373-0617

    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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