(News USA) – The new year has just begun, but it’s never too early to review your financial plan in order to reach your financial goals for 2022. Now is a great time to take steps to reduce your tax liabilities in 2022, according to Dan Mathews, a CERTIFIED FINANCIALRead More →

These professionals do a comprehensive analysis of your entire financial life, help you identify your goals, and then create an investment and insurance strategy to achieve those goals. Estate planning is often offered by a certified financial planner and includes wills, trusts, tax planning, inheritance and end-of-life planning. Usually, butRead More →

A financial adviser is a type of financial adviser. A financial consultant will perform an audit of your current financial situation and develop a plan to help you achieve your future goals. Definition of financial consultant Financial consultants work with their clients to better understand their assets and what theyRead More →

Money / Financial Planning kate_sept2004 / Getty Images You’ve probably heard of the term financial consultant and you may be wondering what these professionals do. In general, they help you build wealth by designing the best strategy to achieve your goals based on your current financial situation. This includes everythingRead More →

For money-conscious consumers who need advanced financial planning services, a Certified Financial Consultant (CHFC) could be a great place to start. While ChFC may be less well known than the Certified Financial Planner (CFP) designation, advisors who earn it actually have even more training designed to enhance their financial planningRead More →