Investment Consulting
Investment Consulting provides you with the tools to make your money work harder for you. The professional team in Investation can guide you through difficult investment decisions, such as how much risk to take or whether to buy mutual funds or stocks and bonds.
We will also advise you on how best to save for retirement, college expenses, and other long-term goals-whether it's in a 401(k) plan at work, an Individual Retirement Account (IRA), or some other type of account.
What to expect:
- You'll get a better return on your investments.
- We'll keep you from making costly mistakes.
- Our professional team will guide you through difficult investment decisions
Financial advising
Financial advising is a service that helps clients manage their financial situation. They work with our clients to better understand their assets and what they want, and we conduct an audit of the current financial situation and strategize a plan to help them reach their future goals. That's how you start to understand financial advising.
However, this service is not right for every client. Not everyone needs a professional advisor. It may seem confusing when it comes time to decide if you need one or not, but here are some of the features that prove financial advising is something worth considering.
1. You do not have time to manage your finances
Life happens, and sometimes it really takes a toll on our day-to-day lives. We get sick, we get injured, or we move all at once and are just not able to dedicate the time needed to handle personal finance in a competent manner. A professional advisor can step in when you need help and get you back on track.
2. You make poor choices with your finances
It may be because of a mental condition such as ADD or ADHD, but regardless it is not something that should go ignored once diagnosed. Some people who are diagnosed with these disorders also turn out to be excellent money managers, so do not assume that just because someone has poor money management skills they need an advisor. However, if you have trouble focusing on the task at hand and can admit you need help managing your personal finances, financial advising might be right for you after all.
Some other indicators that prove professional financial advising is worth considering include:
1) Lack of knowledge about investments (Foreign markets? Commodities?)
2) Not sure how to manage your retirement accounts
3) You are confused about the tax laws
4) You have a lack of trust in banks and other financial institutions you use.
5) Unsure how to handle estate planning for your family.
If any of these cases apply to you, it is time to think about getting some help. Just because we can easily handle our money does not mean that everyone else can. Some people make good money but lose it due to a lack of understanding of scams and schemes out there combined with poor planning ahead of time. A professional advisor could be just what you need to avoid running into too much trouble financially throughout your life
Entrepreneurship Advising
Let us be your guide! We'll advise you on the best way for your business to achieve its goals, whether it's starting up or growing. With our expertise in finance, marketing, operations management, and more, we're here for you every step of the way!
What you will receive from this service:
- Get trusted, in-depth advice from experts
- Receive thoughtful feedback and tips for your business
- Find a mentor to help you grow
- Gain access to exclusive membership deals
Feasibility Studies
A study that needs to be done before any project can take place is the feasibility study. It allows for a better view of the project, and it's numbers so they're read accurately. This makes us your best resource for projects including legal, technical, marketing as well as financial status consultations!
Benefits:
- We'll make sure your project has a strong foundation.
- You can avoid costly mistakes and time delays.
- Get the best advice for what you need to succeed with your project.
- Be confident in your decisions because we're here to help!
