When you have questions about your retirement, or wish to minimize your tax liability, it may be time to consult a financial advisor. This type of professional can offer a broad range of services such as financial position analysis, retirement planning, investment planning, estate planning, and income tax planning. Here’s what you can expect during your first meeting.
First, your financial consultant in Minneapolis will want to get to know you and why you are seeking a financial advisor. You can learn more about the services they offer. At the next meeting, they will want to learn more about your family, occupation, income, expenditures, and financial goals so they can develop a comprehensive, personalized financial plan.
During the third meeting, the financial consultant will present you with a formal financial plan and supporting investment proposal. The tax implications and any investment fees will be thoroughly disclosed.
If you choose to proceed, the last meeting in the intake process will be implementing the plan. This meeting will enable you to confirm the agreed upon financial plan and the supporting investment strategy. Any questions you have will be answered.
Working with financial consultants in Minneapolis, MN, can help you take control of your finances and achieve your long-term goals. With their help, you can create a budget, reduce debt, and invest in the future. You may find that you get peace of mind knowing someone is there to help you if anything goes wrong. If you’re ready to begin working on your financial future, be sure to contact a financial consultant in Minneapolis, MN today.
