financial consultant

Financial Consultant: Financial consultants offer personalized advice to help investors build wealth. They may offer financial planning, identify well-suited investments and guide insurance decisions. They often direct the buying and selling of investments, like stocks and bonds, on their client’s behalf. Some may also sell financial products. A financial consultant usually meets with clients to assess their financial situation before they make any recommendations. Any time a client experiences a major life change (marriage, job change, retirement), they’ll likely request another meeting. Consultants also spend time marketing their businesses. They often travel and work outside normal business hours to accommodate their clients’ schedules. Financial Consultants Do? Financial consultants or Consultant offer clients a big-picture analysis of their finances. They break down different aspects of a client’s financial life, including assets, expenses, and income, and help them create a fina