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Top Tips To Select A Good Senior Financial Consultant?

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By Author: Daniel Stewart
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Experience counts in every sphere of life and there are no two ways about it. Check out the best tips to select an expert senior financial consultant.

It is very important to have an unbiased and well-qualified senior financial consultant by your side, so that you can have your financial goals actualized. You need a senior consultant who can help you in taking decisions about finances and managing every aspect of your money matters. Here are some important things that you should consider in order to choose a good senior financial consultant in Sudbury.

Expertise in subject matter

Unlike an IRS Enrolled Agent (EA) or a Certified Public Account (CPA), a senior financial consultant might not be necessarily an expert in tax rules.
However, he should have sound expertise in tax planning and tax analysis. The professional should have skills in devising an investment plan, and specialization in those domains of personal finance that are essential for attaining your own financial objectives.

Type of client specialization

Keep in mind that not every financial consultant serves every type of client. Most of them have expertise in serving just some kinds of clients with particular profiles. You have to ask whether the consultant serves only clients who are in a specific stage of life, in particular professions, or have specific net worth or financial goals. Check whether the professional deems his skills and qualifications a fit for your financial goals and situation.


He needs to be constantly accessible, attentive and available. Ask the consultant the number of clients that he presently serves and the highest number of clients that he plans to serve regularly in the future. The number of clients is an important factor for assessing the availability of the professional for you in the future. Also enquire whether the consultant typically handles everything on his own or delegates the same to junior staffs or a para-planner. Ensure that the consultant can be accessed easily via email or phone during traditional business hours.


When you have shortlisted an unbiased consultant, you must check his qualifications and assess whether he is skilled enough to offer you effective financial consultation. If he has the certification of being a Personal Financial Specialist (PFS), you can be quite assured of the kind of assistance that you are likely to receive from him.

Scope for free initial consultation

Find out whether the financial consultant first offers a free initial consultation. At the time of initial consultation, you can get the chance to assess the availability and skills of the professional as well as his attributes.

Author Resource:

Daniel Stewart has been helping people with their financial planning, retirement funds and home equity solutions with over 20 years’ experience in the field. You can find his thoughts at personal financial consultant blog. Retirement planning is important for many reasons. If you would like to do financial planning for retirement in Sudbury, visit this advisor website.

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