Wealth management can be a great way to plan for your family's future. You can also use it to transfer your wealth to your family members. You can bring together everything you have with the right planning. Even though life is never certain, financial planning can help to make sure you feel confident about your future.
Octavia Group
Octavia Consulting is the place for you if your goal is to find an advisory team focused on retirement plans. Their team has years of combined experience, and they share a common mission to help clients realize their financial goals. They also shared a passion for helping their clients grow their business, which is why they're now one of AXA Equitable Advisors' most successful advisory teams. The Midwest Financial Partners and its 35 employees will still be employed by the new firm. The new firm will provide services to clients from offices in Miami-Los Angeles, Cincinnati, and Los Angeles.
The firm offers wealth management as well as many investment options and services. These include retirement planning and asset administration. The firm's aim is to help clients create and manage their assets to attain financial independence. The firm's fee-only model allows clients to build wealth without the need for any outside incentives or commissions. They believe in giving clients impartial financial advice.
Mercer Advisors Inc.
Mercer Advisors ranks among the top investment management firms. The firm offers advice to individuals about investing. Mercer Global Advisors was named the "Best Private Wealth Management" award winner at the Private Asset Management Awards (PAM). The SmartAsset list of Denver's top financial advisors lists Mercer Global Advisors as a high-ranking firm. Mercer also ranks high on the U.S. Best Investment Advisors list.
Mercer Advisors is a national Registered Investment Adviser, with assets under management in excess of $16.5 million. Genstar Capital purchased the firm in 2015. Genstar Capital purchased the firm in 2015. It also hired new talent for its tax planning and estate planning departments. It has expanded its regional reach from nine offices to 40. With the recent acquisitions, the company now has 8,000 additional clients.
McGee Wealth Management
McGee Wealth Management's principles are to help clients reach financial security and financial literacy. Individual investors, multigenerational families and business owners are all served by the firm. Its founder, Judith McGee, was the first woman in the western states to receive the CFP designation. Other members of the firm include D. Linette Dobbins, Jennifer Curlin Gutridge, Sarah Elise Berry, and D. Linette Dobbins. Advisors strive to improve financial literacy skills for clients and encourage financial literacy.
Since 1990, the firm has been serving Portland Metro. The firm has assets of approximately $815 million and offers financial planning, portfolio administration, and investment strategies.
Vision Capital Management
Vision Capital Management is a financial advisory firm in Portland, Oregon. They help clients achieve their financial goals through financial planning. They help clients create and manage individual investment plans. They can also assist clients in planning major life events, like retirement, as well as helping them to save for them.
The firm offers financial planning services to individuals and businesses and has assets of $1,021,550.392. Its financial consultants serve clients in 6 states and 1439 accounts.
Aldrich Wealth
Aldrich Wealth Management Portland is a financial planning and wealth management firm that provides services in the areas of personal financial planning and tax planning. The firm provides advice for executives in concentrated stock positions and assists with retirement planning. They help clients identify and streamline processes in order to meet their goals and needs.
Aldrich Wealth works as a fee only firm and focuses its efforts on helping individuals and families with financial planning and investment advice. The firm's financial advisors will create a personalized investment strategy that is based on the clients' income and risk tolerance. These experts can also help clients plan for retirement, buy a home, and start a family.
FAQ
How do I choose the right consultant?
Three main factors should be considered:
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Experience - How skilled is the consultant? Are they a beginner, intermediate, expert, or some other level? Do her qualifications and knowledge show on her resume?
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Education - What did this person learn during school? Did he/she study any relevant courses after graduating from high school? Are we able to see evidence of his/her learning through the way he/she writes
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Personality - How do we feel about this person? Would we want him/her to work for us?
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The answers to these questions help determine if the consultant is right for our needs. If you don't have clear answers, it may be worth meeting with the candidate for an interview.
Why do you need consultants?
You might need consultants for a variety of reasons.
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Your organization may have a specific project or problem that needs solving
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You want to improve your own skills or learn something new
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You would like to work with an expert in your field.
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There is no one else available to handle the task
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You feel overwhelmed by all of the information out there and don't know where to start
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You can't afford to pay someone full-time
The best way to find a good consultant is through word of mouth. Ask around if anyone knows any reputable consultants. Ask your friends and family for referrals if you know someone who is a consultant.
If you decide to use online directories like LinkedIn, use the "Search People" feature to look for consultants in your area.
What skills are necessary for consulting?
A consultant should have strong analytical skills as well as interpersonal skills. This is because you could be asked questions or not know what you are doing. You need to be able to manage people quickly and solve problems efficiently.
Also, you must have great communication skills. Most clients expect an answer within 24hrs. If they don’t hear from you within 24 hours, they assume you don’t care. It's crucial to keep them informed and make sure they understand everything.
What should your consulting fees be?
It depends on what you are offering. You don't have to charge anything if you provide services free of charge. If you're selling products or services however, prices should be determined based on their value.
You don't have any products to sell if you provide low-quality services. Why would anyone pay anything for you?
If you are providing high-quality services, then you could ask for a higher price because people recognize the value you provide. It is possible to offer discounts to clients who order multiple packages.
What are the types of contracts available to consultants?
Most consultants sign standard employment agreements when hired. These agreements include details such as how long the consultant will stay with the client, what he/she can be paid, and other important information.
Contracts may also include details about the specific areas of expertise that the consultant is going to be focusing on as well as how they will be compensated. An agreement could state, for example, that the consultant will offer training sessions, workshops and webinars.
Sometimes the consultant will simply agree to complete a task within a certain timeframe.
Many consultants also sign independent contractor agreement in addition and standard employment agreements. These agreements allow consultants to work independently while still receiving payment.
Statistics
- My 10 years of experience and 6-step program have helped over 20 clients boost their sales by an average of 33% in 6 months. (consultingsuccess.com)
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
- Over 50% of consultants get their first consulting client through a referral from their network. (consultingsuccess.com)
- So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (consultingsuccess.com)
- "From there, I told them my rates were going up 25%, this is the new hourly rate, and every single one of them said 'done, fine.' (nerdwallet.com)
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How To
How do you find the best consultant?
First, ask yourself what kind of consultant you are looking for. Before you begin searching for a consultant to help you, you should be clear on your expectations. You should make a list of all the things you need from a consultant. These could include professional expertise, technical skills and project management abilities, communication skills, availability, and other things. Once you've listed out these requirements, then you may want to consider asking some friends or colleagues who they would recommend. Ask them about their experiences with consultants and compare their recommendations to yours. If you don't have any recommendations, try doing some research online. There are many websites that allow users to leave feedback about their previous work experiences, such as LinkedIn and Facebook, Angie's List or Indeed. You can use the comments and ratings left by others to help you find potential candidates. After you've compiled a list of potential candidates, it is time to reach out to them and schedule an interview. At the interview, it is important to discuss your requirements and get their feedback on how they can help. It doesn’t matter if the person was recommended to you; it matters that they understand your business goals, and can show you how they can help.