financial consultants
Wealth planning experts
Financial consultants is the plural of financial consultant, a professional who advises clients on money matters—investments, retirement planning, taxes, insurance, or estate planning.
The term is broad and unregulated, covering everything from certified financial planners to salespeople pushing products: We hired financial consultants to review our portfolio.
- tax optimizationMinimizing legal payment obligations
- tax filingReporting income officially
- business valuationAssessing enterprise economic worth
- risk assessmentEvaluating likelihood of harm
- asset allocationDistributing investments strategically
retirement planning · nest egg · high net worth · liability coverage · mergers and acquisitions · due diligence · private equity · fee structure · hourly rate · second opinion · corporate strategy · bottom line · mutual funds · estate planning · fiduciary duty · tax credits · number crunching · cash flow
- finance prosinvestment bankers, stockbrokers, stock brokers, traders, brokers
financial consultantsmanual laborers
Workers using physical effort
blue-collar workers · factory workers · tradespeople · accountants · bookkeepers
financial consultantscon artists
People who cheat others
fraudsters · scammers · swindlers · loan sharks · spendthrifts
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