Financial Consultant: What They Do and If You Need One

This story can get you started with understanding the differences between financial consultant vs advisor and some other tools available for you to use. 

What is a Financial Consultant?

A financial consultant provides personal finance advice and guidance to help individuals meet their goals and overcome obstacles along the way.

Financial Consultants vs. Financial Advisors

Financial advisors help break down the financial situation of individuals and make plans.

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Financial Consultants vs. Financial Advisors

Financial consultants may be better placed to help with more specific tasks and strategies.

What Do Financial Consultants Do?

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– Analyzing your personal assets and liabilities – Buying and selling investments – Giving recommendations on insurance policies

How Can Financial Consultants Help You?

If you’re hoping to make a big purchase such as a house or funding a child’s education, the help of a consultant can be useful to ensure your plan carefully.

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