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.

 

[Lily]

A financial consultant gives strategic advice to a person or company. Typical services include:

• Strategic Planning: Developing financial roadmaps.
• Investment Management: Portfolio and asset management.
• Risk and Tax: Minimizing the financial risks and maximizing tax strategies.
• Corporate Advice: Cash flow and mergers.