Financial Consulting
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 typically advise clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning.
Aspects
Cash flow planning, retirement planning, investment management, insurance planning, estate planning, and tax planning are a few key areas that a competent financial advisor can help clients with.
