Financial Consulting
Financial consulting is a service provided by Certified Financial Consultants to large corporations, government agencies and individual clients. The role of a financial consultant is to provide an independent, expert opinion on a proposed business plan or decision.
Financial consultants look at the whole picture of a client’s financial life, including debts, assets, expenses and income, to help clients determine what those goals should be. Financial consultants who have the proper licenses may also manage their client's investments.
Companies who require expertise in accounting, finance, insurance and other aspects of finance hire a business financial consultant. Individual clients use the services of financial consultants to manage their investments, property holdings and long-term financial plans.
In a business financial consulting arrangement, the client has a specific plan or concept they want an independent opinion about. The role of the consultant is to review the proposed plan and identify strengths and weaknesses. They are also expected to provide advice on risk management, pending government regulations, industry trends and long-term viability.
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ContactsPersonal financial consulting is usually a service required by people with significant financial resources and a complex investment portfolio. These services include investment advice, taxation planning, income management, risk assessment and long-term planning. These issues must be actively managed by a professional to obtain maximum benefit with the lowest amount of risk possible.