What services does a consultant en finances typically provide?

[jasminsain]

I’m trying to understand the role of a consultant en finances. Do they mainly help with investments, budgeting, or long-term financial planning? How useful are they for individuals or small businesses?

 

[Ynessira]

A financial consultant typically provides budgeting and cash-flow planning, investment advice, retirement planning, tax optimization guidance, risk management, insurance advice, debt management, and financial goal setting. They help individuals or businesses make informed decisions, improve financial stability, and plan for long-term growth while managing risks and opportunities effectively.

 

[James Miller]

Financial consultant assists in budgeting, investment planning, tax planning, retirement planning, risk management and general financial decision making.