Consider several factors when choosing an investment advisor. These professionals provide many services and should be able address your questions. For example, you can ask questions about your retirement strategy or investment portfolio. Some of them may also offer estate planning services. Although some might be specialists in certain areas, others can provide advice on all aspects.
Dodds Wealth Management Group
Dodds Wealth Management Group, a registered investment advisory company, is affiliated with LPL Financial. They are registered brokers-dealers with LPL Financial and offer investment advice to clients. They are a caring and competent group of financial advisors who specialize in helping clients manage their finances effectively. The Dodds group works together to create financial plans that fit the client's individual needs and long-term goals.
The firm offers financial planning services for individuals, businesses, and focuses on retirement strategies, diversified investments, and insurance products. The firm also offers services in tax loss harvesting and identification of income sources. Certified Financial Planners work with the staff. They have extensive financial planning and personal finance experience. Fox Business receives regular contributions from the founders.
Aspen Wealth Strategies
Denver residents are in luck if you're looking for an investment advisor. Aspen Wealth Strategies is an independent financial advisory firm with over $248 million in assets under management. The firm provides estate conservation, retirement planning, asset management strategies, tax strategies and tax strategies. Chris DeShano, the firm's wealth manager has been working with clients for over fifteen years. He is an active member of Denver Chamber of Commerce.
First, consider your location when looking to find an investment advisor in Denver. Aspen Wealth Strategies is located in ARVADA, CO, and is near other firms in the same industry. Although there are several offices near Aspen Wealth Strategies, it is distinct in that it is not owned by any one firm.
Priority Financial Partners
Priority Financial Partners focuses on tax optimization and financial planning. They help clients create financial plans and provide investment management services. The firm was founded by a Certified Financial Planner, and a Certified Public Accounting. They offer a variety of services.
The firm specializes in retirement and investment plans for business owners, physicians, and freelancers. Their team of professionals includes Certified Financial Planners and Chartered Financial Consultants, who analyze client portfolios to determine the best investments.
Thomas Financial Advisors
Thomas Financial Advisors, based in Denver, focuses on making clients money and saving. Founded by Andrew and Patrick Thomas, the firm offers a variety of services at low costs. These include investment management, education plans, retirement plans and education plans. Thomas Financial Advisors works with individuals to design the right plan for their situation.
After a successful business career, Tom Walsh joined this firm in 1997. Tom is a certified professional financial planner. He is also an Investment Advisor Representative for Crown Capital Securities L.P. Tom also holds insurance and securities licenses from Colorado and five additional states. He co-founded Personal Financial Management Workshops, Inc., a financial education company that helps clients increase their wealth and minimize their tax liability.
GHP Investment Advisors
GHP Investment Advisors, Inc., a wealth management company, helps clients manage their assets and reach their financial goals. Their experience spans many areas, including helping clients manage risk and growing their portfolios. They help clients plan for their education and retirement. They also have a Financial Concierge Team that coordinates with other professionals and assists clients with all paperwork. Continue reading to find out more about this company and how it can help you.
Ghp Investment Advisors is a large advisory company that manages money on behalf of clients in Denver. They offer a variety of investment products and services. The firm's clients include wealthy individuals, pension plans, corporations and pooled investing vehicles. They have a headquarters in Denver, Colorado and serve clients throughout Arizona and California.
FAQ
What are the benefits of consulting?
Consultants often have the option to choose when and what they do.
This means you can work whenever you like and wherever you wish.
This allows you to easily change your mind and not worry about losing your money.
Finally, your income can be controlled and you can set your own hours.
Do I need legal advice?
Yes! Consultants often create contracts with clients without getting legal advice. This can lead into problems down-the-road. If the client terminates an agreement with the consultant before the completion date, what are the consequences? What happens if the contract stipulates that the consultant must meet certain deadlines?
It's best to consult with a lawyer to avoid potential problems.
Which industries employ consultants
There are many different types. Some consultants are focused on a specific type of business, others may specialize in multiple areas.
While some consultants only work for private companies, others represent large corporations.
Some consultants also work internationally and can help companies around the globe.
What qualifications do you need to be a consultant?
You don't just need to have a MBA, you also need to demonstrate your ability as a business consultant. Two years experience should be gained in consulting or training for a major corporation.
You will need to have worked closely alongside senior management teams in order to develop strategy projects. This means you'd have to be comfortable presenting ideas to clients and getting buy-in.
You will also need to pass a professional qualification test such as the Chartered Management Institute Certified Management Consultant certification (CMC).
What can I anticipate from my consultant
Once you select your consultant, you should expect to hear back from them within a few days. They will request information about your company including its mission and goals, products, services, budget, and other pertinent details. Next, they'll provide a proposal describing the scope and estimated time frame, fees, deliverables or milestones, as well as an estimate of costs.
If everything is in order, then the parties will enter into a written contract. The type and content of the contract will vary depending on whether the relationship is employer-employee/employer-independent contractor.
If all goes well, the consultant will start working immediately. You will have access both to your documents and internal resources and the consultant's skills and knowledge.
But don't assume that anyone who is a consultant has all the answers. It takes effort and practice to become an expert in whatever field you consult. Don't expect your consultant know everything about your company.
Statistics
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (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)
- 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)
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
- 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)
External Links
How To
How do you find the best consultant?
When searching for a consultant, the first thing you should do is ask yourself what your expectations are. Before you begin looking for a consultant, it is important to know what your expectations are. Make a list of everything you think you might need from a consultant. These could include professional expertise, technical skills and project management abilities, communication skills, availability, and other things. Once you have identified your requirements, you might consider asking friends and colleagues to recommend you. Ask your friends or colleagues about any negative experiences they have had with consultants, and compare their recommendations with yours. Do some internet research if they don't have recommendations. 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. Take a look at comments and ratings from others, and use that data to find potential candidates. Once you have narrowed down your list, reach out to potential candidates and set up an interview. In the interview, discuss your needs and ask them for their suggestions on how you can achieve them. It doesn't matter if they were recommended to your company; all that matters is that they are able to understand your business goals and show how they can help.