Wealth management is a great tool to plan for your life and that of your family. It can also be an important step towards transferring your wealth to your loved ones. All you need to bring your value together is planning. While life is not predictable, financial planning will help you feel confident about the future.
Octavia Group
If you are looking for an advisory team that is focused on retirement plans, Octavia is the place to go. The group has years of expertise and shares a common mission: to help clients meet 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 provides wealth management services as well as a range of investment options, including retirement planning, asset management, and other services. The firm's objective is to help clients to grow and sustain their assets, in order to reach 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 specializes in advising individuals on their investments. Mercer Global Advisors has been named "Best Private Asset Management Manager" by the Private Asset Management Award (PAM). The SmartAsset listing of top financial advisers in Colorado and Denver also places Mercer highly. Mercer is also on the U.S. Top Investment Advisors List.
Mercer Advisors, a nationally registered investment adviser, has assets under management of $16.5 billion. Genstar Capital purchased the firm in 2015. Genstar Capital bought the firm in 2015. It also created new talent in its tax planning, estate planning, and tax planning teams. It has also expanded its regional footprint from nine to 40 offices. The company has acquired 8,000 clients through recent acquisitions.
McGee Wealth Management
McGee Wealth Management's principal goals are to assist clients in achieving financial security and financial literacy. Individual investors, multigenerational families and business owners are all served by the firm. Judith McGee is the founder. She was the first woman to earn the CFP designation in Western states. D. Linette Dobbins (Jennifer Curlin Gutridge), Sarah Elise Berry and D. Linette Dobbins are other members of this firm. Advisors are dedicated to helping clients develop financial literacy skills and encourage financial literacy.
The firm has been serving the Portland Metro area since 1990. It is home to assets worth approximately $815million and offers financial planning as well as portfolio management and investment strategy.
Vision Capital Management
Vision Capital Management is a Portland-based financial advisory firm. Through comprehensive financial planning, their financial advisors assist clients in achieving their goals. They create individualized investment plans and help clients manage their investment portfolios. They can help clients plan important life events, such as retirement, and save for them.
The firm provides financial planning services for both individuals and businesses. It has $1,021,550.392 in assets. The firm's financial advisors serve clients in 6 states with 1439 accounts.
Aldrich Wealth
Aldrich Wealth Management Portland, a financial planning firm and wealth manager, offers services in the areas tax planning and personal finance. 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.
As a fee-only firm, Aldrich Wealth focuses on advising individuals and families on financial planning and investment management. This firm's financial advisers work to develop a customized investment strategy based on their clients' income and risk tolerance. These experts can help clients plan and purchase a home or start a new family.
FAQ
Who hires consultants
Many organizations have consultants who help them with projects. These consultants can be found in small and large businesses as well as government agencies, universities, educational institutions, non-profits, and education institutions.
Some consultants work directly with these organizations while others freelance. In both cases, the process for hiring depends on how complex and large the project is.
Before you can hire a consultant, there will be several rounds of interviews.
Why should you hire consultants?
There are many reasons to hire consultants.
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A specific project or problem may be a challenge for your company.
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You want to improve your own skills or learn something new
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You want to work closely with experts in a certain field
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There is no one else available to handle the task
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Feel overwhelmed by all the information available and don't know where you should start
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You cannot afford to pay someone fulltime
A word of mouth referral is the best way you can find a competent consultant. Ask your network if they are aware of any credible consultants. Ask someone you know who is a consultant for his/her recommendations.
If you choose to use online directories such LinkedIn, make sure to use the "Search People” function to locate consultants in your area.
Can anyone be a consultant?
Consultants are people who help you reach your goals by giving advice about how to make it better, faster, or cheaper.
You may need a consultant to help you with problems, make decisions or negotiate with others.
Consultants are often hired for specific projects or tasks.
In fact, most consultants are paid hourly or daily rates rather than per project.
What are the benefits of being a consultant
Consultants can often choose the hours and topics they work on.
This means that you are able to work from wherever you're at any time.
This allows you to easily change your mind and not worry about losing your money.
You can finally control your income and create your own schedule.
How can I start an LLC consulting company?
The first step is to decide what service provider you want to be. Next, you must ensure that you are qualified to provide those services. It is also possible to locate someone who has done the same job as you and find out how they do it.
Once you have a clear idea of what you are offering, you can start to identify your target market. If there aren't enough of them, you may need to create them.
You then have to decide whether or not you want to open your own company, or hire other people to do it.
It is possible to also start your own consulting firm by obtaining a license from the State. But this will require a lot more paperwork and legal costs.
What jobs are available as consultants?
You will need to be able to understand business strategy and operations if you want to work as a consultant. It is important to understand the workings of businesses and how they fit into society.
A career as a consultant requires you have great communication skills and a strong ability to think critically.
Because consultants may be required to perform different tasks at different times, they must be flexible. Consultants should be able to quickly change their direction if necessary.
They should be able to travel extensively for clients. They may be required to travel all over the globe for this type of work.
They should also be able manage stress and pressure. Consultants might sometimes have to meet tight deadlines.
As a consultant, you may be expected to work long hours. You may not get overtime pay.
How much are consultants paid?
Some consultants earn more than $100k per year, but most consultants earn between $25 and $50k. An average consultant salary is $39,000 This includes both salaried as well hourly consultants.
Salary depends on experience, location, industry, type of contract (contractor vs. employee), and whether the consultant has his/her own office or works remotely.
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)
- "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)
- So, if you help your clients increase their sales by 33%, then use a word like “revolution” instead of “increase.” (consultingsuccess.com)
- According to statistics from the ONS, the UK has around 300,000 consultants, of which around 63,000 professionals work as management consultants. (consultancy.uk)
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
External Links
How To
How can I start a consultancy business with no money?
You can easily start your own consultancy business with no capital investment.
In this tutorial, you'll learn how to make money online while working from home, improve your skills, earn some extra cash, and become successful.
I'll be sharing some secrets on how to get traffic on the demand, especially for people searching for specific items.
This method is called 'Targeted Traffic'. This is the method that was created to enable you to do such things.
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Find out what niche you want.
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For solutions on Google, it is important to research the keywords that people use.
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Write content around these keywords.
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Post your articles on article directories.
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Make sure to use social media sites for promotion of your articles.
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Establish relationships with experts and influencers in your niche.
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Get featured on those blogs and websites.
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Emails can be used to grow your email database.
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Get started making money.