Financial Advisor Research Paper

Decent Essays
When we think of financial advisors, we mainly think of rich people who don't know how to manage their money, or of big companies who require assistance in managing their assets. However, the truth is that anyone can benefit from financial advice. Whether you own a small business and you don't know what the future holds, or you're just a guy who wants to save up to buy a house, a financial advisor can help you develop a long term plan to achieve your goals. However, there are many companies that provide such services, and it is important to find the right company for your particular needs. Here are some tips that will help you narrow down your choices and find the right financial advisors.

[singlepic id=44 w=480 h=360 float=center]
1. Qualifications
…show more content…
So before you put your financial future in someone else's hands, make sure they have the right education and/or experience to help you achieve your goals. More importantly, seek advice for consultants that can prove they can apply their skills to develop an ideal strategy for your particular needs.
2. Multi-directional approach

An advisor that will think only in terms of finance, will limit your possibility to grow. It is important to understand that your financial success is directly linked to your personal and professional development. As such, we recommend that you seek advice from a company that can support you in all areas. Our recommendation would be to try out Infinium Advisors, the best Denver financial advisors. They focus on 3 major matters: personal growth, professional development and portfolio growth. By tackling all these areas at once, they can help you plan the bright future that you dream of.
3.

Related Documents

  • Improved Essays

    Nt1310 Unit 5 Assignment

    • 716 Words
    • 3 Pages

    These assumptions may include, but are not limited to, your anticipated retirement age, life expectancy, retirement income requirements, government benefits, time horizons, special needs, rates of return and inflation and income tax rates. Any assumptions I make will be both reasonable and realistic, and they will be disclosed to you in writing in the financial plan. Having reviewed your financial situation, I will prepare a written financial plan for you to review. When discussing this report with you, I will do so in such a way so that you are able to understand: The advantages and disadvantages of the various alternatives; The costs of the various alternatives; The risks involved in the various alternatives; The time sensitivity of recommendations; The consequences of no action being taken; and The impact of a change in the assumptions on the projected results. The client is obliged to inform the advisor if he or she does not understand any of the above points.…

    • 716 Words
    • 3 Pages
    Improved Essays
  • Decent Essays

    Business Men's Club The "B-M-C" over the door of this 1910 building stood for the Business Men's Club, which became the Chamber of Commerce in 1913. The Memphis Business Men’s Club was created in 1899. The reason that they built this Business Club because they wanted to advance the interests of memphis. In 1910 , the building was designed Shaw and Pfeil ,they took the idea for the designs of architect Louis Sullivan.…

    • 236 Words
    • 1 Pages
    Decent Essays
  • Improved Essays

    Bliss, Esq are very warm and soon as we sat down to discuss what has brought me there, I started realizing that having an estate planning attorney should be on everyone's bucket list. Our sessions were spread out over a couple of days and within time I had my estate issues all sorted out Steve Bliss made me clearly understand how to properly fund my trusts, this way I learned that I needed to pay taxes for my assets in advance to avoid penalties in the future. I also discovered that it is advisable to have beneficiaries for my assets just like the way my children would need guardians upon my death. It is also important to invest in life and health insurances that will cater for all these needs for both yourself and your family members.…

    • 750 Words
    • 3 Pages
    Improved Essays
  • Decent Essays

    Regardless of your current financial state, the team can help you choose investments, teach you how to become the CEO of your own company, and offer advice about managing your money. Even if you don’t own a vehicle, make an appointment and their team can come to…

    • 261 Words
    • 2 Pages
    Decent Essays
  • Superior Essays

    Traditionally advisers provided advice through products charging high fees and commissions and targeted High Net Worth Clients. Moneysolutions model was client paid for all advice. In Futureplus Financial Planning, Superannuation funds paid for all advice on behalf of their members through fixed contracts. The operational and the remuneration model were also completely different for advisers. Existing Moneysolutions advisers had low base salaries, high sales pressure in a transactional environment.…

    • 1065 Words
    • 4 Pages
    Superior Essays
  • Superior Essays

    401k Research Paper

    • 1428 Words
    • 6 Pages

    How to save money for your retirement without a 401k There are alternatives to a 401k that has tax advantages. When considering saving for retirement, most people will receive the advice to acquire a 401k. But many individuals do not have access to a 401k through their workplace. The statistics for those that do not have access is around 31% of the workforce.…

    • 1428 Words
    • 6 Pages
    Superior Essays
  • Superior Essays

    The author explains various retirement packages that are available and advises young people on which to invest in first. It is important to save in the retirement funds irrespective of the income. According to the author, the youths need to follow the steps of their parent and event their grandparent of saving for retirement. The young generation is encouraged to start saving before they get children who will use all their funds. 7.…

    • 1407 Words
    • 6 Pages
    Superior Essays
  • Decent Essays

    The Midas Legacy Essay

    • 460 Words
    • 2 Pages

    They'll even help you find other forms of income to augment what you already have built up for retirement. Expert Advice Just For You Drawing from a wealth of expert advisers that sit on the TML board, you'll tap into the very best of professional expertise from various fields. Published authors, leading stock market traders and investors, entrepreneurs and other professionals are there to help navigate TML members through the many mazes of the financial world today. All these specialists work with a common goal of ensuring that clients of The Midas Legacy get the success that they are seeking.…

    • 460 Words
    • 2 Pages
    Decent Essays
  • Decent Essays

    Independent and objective When it comes to investment advice, your options are plentiful. However, the most important question is: how do I know my financial advisor is looking out for my best interests? Plante Moran Financial Advisors (PMFA) is first and foremost independent and objective. The fees for our services are fully disclosed and based on your overall assets rather than being generated through commissions from transactions. Nor do we accept commissions on the investment products we recommend for you, so PMFA’s focus is absolutely and always on finding the strategy and solutions that are most suitable and effective for each client’s specific needs.…

    • 135 Words
    • 1 Pages
    Decent Essays
  • Decent Essays

    When purchasiing your home it is important to look for a successful mortgage broker london company to help you through the mortgage process. When choosing the mortgage broker london company there are many factors you should consider. A successful mortgage broker london company will help you get the best deal in order to purchase or remortgage your home, but if that has not convinced you let us look at some reasons: The mortgage broker london company will always help you with your paperwork, when you decide which mortgage deal you are interested in the mortgage broker london company will explain all facts of the mortgage deal, as you may know that there are thousands of mortgage deals online so how do you know which one is the best one for…

    • 573 Words
    • 3 Pages
    Decent Essays
  • Great Essays

    Edward Jones Project

    • 1202 Words
    • 5 Pages

    Edward Jones was founded by Edward D. Jones Sr. in 1922 in St. Louis, Missouri to help individuals pursue their serious, long-term financial goals. Since then, Edward Jones has gained its success by taking a personal approach to business by believing in creating long-term relationships with clients. Today, Edward Jones is a leader in the financial services industry the firm serves nearly 7 million investors, is the largest partnership on Wall Street, and ranks #5 on the 2017 Fortune 100 Best Companies to Work For by Fortune Magazine. This spring, Edward Jones allowed 50 individuals from across the nation to learn about financial advising and cultivate communication and business skills through the Financial Advisor Spring Internship Program.…

    • 1202 Words
    • 5 Pages
    Great Essays
  • Improved Essays

    Reverse Mortgage

    • 322 Words
    • 2 Pages

    Reverse mortgage experts are financial gurus that are able to truly help seniors, who find it difficult to manage their current expenses. These experts often have prior experience in dealing with financial organizations. There are also other advantages that you can gain when taking advice from knowledgeable resources. Here are a few of these benefits: Learning about Eligibility Reverse mortgage experts are always well informed in the industry and therefore, they are capable of ideally describing the eligibility for taking a reverse mortgage. You need to be over 62 years of age to ideally get these loans, but the situation for the loan depends on your individual situations.…

    • 322 Words
    • 2 Pages
    Improved Essays
  • Improved Essays

    Kendrah Bender "How has the business academy transformed your life?" The way that the business academy has transformed my life, by helping me become the person I am today. It turned me from a shy girls from middle school to a girl. Who knows how to manage her money.…

    • 445 Words
    • 2 Pages
    Improved Essays
  • Improved Essays

    Or buy a book or two that teaches about investing. Books like "How to to make money in Stocks" by William J. O'Neil, will provide you with abundant information on how to choose the best…

    • 926 Words
    • 4 Pages
    Improved Essays
  • Improved Essays

    Keep in mind your objectives before you decide to invest in a particular investment plan. Invest in life insurance…

    • 791 Words
    • 4 Pages
    Improved Essays