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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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    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
    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)
    The DiVita Group LLC
    121 N Fir St Ste A, Ventura, CA 93001
    (805) 643-7600
    Perpetual Investment Corp
    384 E Main St, Ventura, CA 93001
    (805) 667-2004
    Ventura Realty
    1056 E Meta St, Ventura, CA 93001
    (805) 643-9700
    Raymond James Financial Services - John Young
    701 E Santa Clara St Ste 33, Ventura, CA 93001
    (805) 830-8053
    Dyer Sheehan Group
    808 E Santa Clara St Ste A, Ventura, CA 93001
    (805) 653-8100
    Oaktree Property Investments
    819 E Thompson Blvd, Ventura, CA 93001
    (805) 656-0521
    Advanced Estate Planning Consultant Inc
    31 N Oak St, Ventura, CA 93001
    (805) 643-6422
    Cougar Investments LLC
    204 E Main St, Ventura, CA 93001
    (805) 648-4853
    Hoffman & Associates Financial
    121 N Fir St Ste C, Ventura, CA 93001
    (805) 648-5300
    West Coast Wealth Management
    670 E Thompson Blvd, Ventura, CA 93001
    (805) 643-4600
    Swift Financial Corporation
    1294 E Main St, Ventura, CA 93001
    (805) 641-2121
    Cambier Consulting
    21 S California St, Ventura, CA 93001
    (805) 648-6800
    Executive Financial Services
    8614 Nye Rd, Ventura, CA 93001
    (805) 649-2469


    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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