If you reside in West Palm Beach, you might be looking for a financial adviser to help with your financial planning. Luckily, there are several options available in this area. Riverside Wealth Management, a West Palm Beach-based firm, specializes on helping clients. This firm offers complete financial planning services for both individuals and couples. These financial professionals help their clients with all of their financial needs, including investments, insurance, healthcare, and social security. They can also assist with tax management and charitable giving.
Coastal Way Financial Group, LLC
Coastal Way Financial Group, LLC is a financial advisory company that offers financial planning services to individuals and businesses. These advisors work with clients to help them achieve their financial goals. They create financial plans and manage investment portfolios. These professionals offer services in tax planning and estate planning as well as education on account and social security. Since 1996, the firm has been providing advice to clients for 17 years.
Fees charged by financial advisory firms vary depending on the service they provide. The firm offers services in financial planning and portfolio management for individuals, small businesses, and institutions. It charges a percentage of AUM (asset value).
Hamilton Capital
Hamilton Capital, a West Palm Beach-based company that offers wealth management and financial planning services for individuals and businesses in the region, is Hamilton Capital. It serves clients from retirement to emerging affluents, and has more than 2 billion dollars of assets. Its services also include investment management for businesses, foundations, and public pension funds.
This firm has been serving West Palm Beach residents since 1985. The firm's financial advisors assist individuals and businesses in creating comprehensive financial plans that are tailored to their individual needs. They educate clients about the risks and rewards of investing and work to maximize their assets and earnings. Christopher Allegretti, the CEO, has more that three decades' experience in financial management. He also serves on the advisory board for First National Bank.
Schmedes McAllister & Associates
Schmedes McAllister & Associates focuses its services on providing comprehensive financial services to clients, including wealth management as well as investment planning. They can meet the needs of both individuals as well as businesses. Their advisory services range in scope from QuickBooks setup and daily accounting to wealth management and business consulting.
Fialkow Financial Planning
Fialkow Financial Planning offers financial planning services to the Boynton Beach community. Fialkow Financial Planning offers financial planning services for clients with all income levels. Ira Fialkow, the owner, is a Certified Financial Planner and Retirement Income Certified Professional (RICP). Fialkow's goal in providing financial advice to clients is to make it as simple as possible. He consults with his clients to establish their goals and objectives. Then, he recommends the best financial steps.
Legacy Financial Partners is a financial advisor in West Palm Beach that offers investment management services and estate planning. They can help clients plan for retirement and wealth, and they also offer guidance on life insurance. To help clients understand the various aspects of financial planning, the company hosts webinars and numerous events every year.
FAQ
Can consulting be considered a real job?
Consulting is not just an entry-level career choice for people who want to make money fast - it's also a great way to learn valuable skills and build a solid foundation that you can use throughout your work.
Consulting can offer many career opportunities, such as project management and business development. Projects could include small start-ups or large international corporations.
Consulting allows you to learn and improve your skills while also gaining experience in many industries. This could mean learning to manage teams, negotiate contracts, write proposals, manage budgets, analyze data, create presentations, conduct market research, and much more!
How did modern consultancy come about?
The first consultants were actually accountants who would help companies manage their finances. They were able to manage financial information and became "accounting experts". However, this role soon expanded into other areas, such as human resources management.
The term "consultant" came from the French word for "to advise." It was used by businessmen to describe someone who could offer advice on how to run an organization. The word consultant is still used by most business owners to refer to any kind professional advisor.
How do I set up an LLC to consult?
The first step is to decide what service provider you want to be. You must then ensure you are qualified to offer those services. You might find someone who does the same thing you are interested in and learn from them.
Once you know your product/service, you should start looking for the right market. You may have to create more if there aren’t enough.
You will then need to decide if it is worth starting your own business, or hiring others to do it.
A license from the state could be required to start your own consulting business. However, this can take some time and require legal fees.
What happens after the consultant has finished the job?
After the consultant finishes the work, s/he will send a final report outlining the results. This report includes the deliverables and project timelines.
Then, you'll review the report and decide whether the consultant met your expectations. You can request modifications or terminate your contract if the report is not satisfactory.
What can I count on from my consultant to help me?
Once you select your consultant, you should expect to hear back from them within a few days. They will typically ask for information about the company, such as its mission, goals. products and services. budget. Then, they'll send over a proposal outlining the scope of work, estimated time frame, fees, deliverables, milestones, etc.
If everything is in order, then the parties will enter into a written contract. The type relationship between the two sides (e.g. employee-employer or independent contractor-employer) will dictate the terms of the contract.
If everything goes smoothly, the consultant can begin work immediately. The consultant will have access your internal documents and resources. Additionally, you'll have access their skills and knowledge.
Don't assume that someone who is a consultant knows everything. It takes practice, effort and practice in order to be an expert in any area you consult. Your consultant should not assume that they know everything about you business.
Statistics
- WHY choose me: Why your ideal client should choose you (ex: 10 years of experience and 6-week program has helped over 20 clients boost their sales by an average of 33% in 6 months). (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)
- 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)
- So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (consultingsuccess.com)
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (consultingsuccess.com)
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How To
What's a typical day like for a Consultant?
Each type of work will dictate the day's pace. However, the majority of your day will consist of research and planning, meeting clients and preparing reports.
Meetings are a common way to discuss problems and issues with clients. These meetings may be over the phone via email, on-line, or face-to–face.
It is possible that you will be asked to write proposals. These documents outline your ideas and plans, and are required by clients. These proposals will be presented to clients by you and a mentor.
After all the preparation, you'll need to start creating content. Writing articles, designing websites, editing photos or conducting interviews are just some of the options.
Depending on the scope of the project, you may need to do some research in order to gather relevant statistics or figures. You might need to determine how many customers you have, and whether they buy more than one product.
Once you have all the information needed, it is time for clients to see your findings. You can present your findings verbally or in writing.
You must also follow up with clients following the initial consultation. For example, you could call your clients periodically to check how things are going. Or send them emails asking them to confirm they have received the proposal.
This is a long process that can take some time. However, it is crucial to stay focused and to maintain good relationships.