Consider these factors when you are looking for an advisor to help you invest. These professionals provide many services and should be able address your questions. Ask questions about your retirement strategy and 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 can be registered as an investment advisory group. They are affiliated with LPL Financial, a registered broker-dealer, and provide investment advice to clients. They are a competent and caring team of financial advisors, who are skilled in helping clients manage finances. The Dodds group works together to create financial plans that fit the client's individual needs and long-term goals.
The firm offers financial services to individuals and companies. It focuses primarily on retirement income strategies, diversified investments, insurance products, and other financial planning. They also offer tax-loss harvesting, income source identification and other services. Certified Financial Planners are part of the team. They have extensive knowledge in personal finance planning. Fox Business regularly features the founders.
Aspen Wealth Strategies
Denver is the place to find an investment advisor. Aspen Wealth Strategies is an independent financial advisory firm with over $248 million in assets under management. The firm offers services such as estate preservation, asset management solutions and retirement planning. Chris DeShano, the firm's wealth manager has been working with clients for over fifteen years. He is a member of the Denver Chamber of Commerce and an active member of the business community.
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. You'll find other offices nearby, but this firm is unique in that it's not owned by a specific firm.
Priority Financial Partners
Priority Financial Partners, a financial advisory company that focuses primarily on tax optimization as well as financial planning, is Priority Financial Partners. They develop financial roadmaps for clients to achieve their financial goals. Additionally, they offer investment management services. The firm is led by a Certified Public Accountant and a Certified Financial Advisor.
The firm specializes in retirement and investment plans for business owners, physicians, and freelancers. They have Certified Financial Planners and Chartered Financial Consultants on their team, who will analyze client portfolios and determine the best investments.
Thomas Financial Advisors
Thomas Financial Advisors is a Denver-based firm that focuses on saving and making money for clients. The firm was founded by Patrick and Andrew Thomas. It offers a wide range of services at low prices. These include retirement plans, education plans, and investment management. Thomas Financial Advisors can help individuals create the right plan that suits their individual needs.
After a successful career as a small-business owner, Tom Walsh joined the firm in 1997. Tom is a certified financial advisor and serves as an Investment Representative through Crown Capital Securities L.P. He also holds insurance and securities licenses in Colorado, among other states. Before joining Thomas Financial Advisors, Tom co-founded Personal Financial Management Workshops, Inc., an educational firm that assists clients in growing their wealth while minimizing tax liability.
GHP Investment Advisors
GHP Investment Advisors, Inc., an investment management firm, assists clients to manage their investments and meet their financial goals. Their expertise includes helping clients grow their wealth and managing risk. They also help clients plan for education and retirement. Additionally, they have a Financial Concierge team that assists clients with all the paperwork and coordinates with other professionals. Continue reading to find out more about this company and how it can help you.
Ghp Investment Advisors Denver, a large advisory firm, manages money for clients through a wide range of investment products. Clients include individuals with high net worth, pension plans and corporations as well as pooled investment vehicles. They are located in Denver Colorado and serve clients in Arizona as well as California.
FAQ
What is the average salary of a consultant?
While some consultants make $100k+ per year, most consultants only earn between $25-$50k. An average consultant salary is $39,000 This applies to both hourly and salaried consultants.
Salary depends on industry, experience, location, and type of contract (contractor vs employee). Also, whether the consultant is located in their office or remote.
How do I get clients to my consulting business?
It is important to identify an area of passion. This could be social media or public relations. However, it must be something that you are passionate about. If you don't feel passionate about it, you might need to start small with web design. Once you have identified the niche, be sure to fully understand its characteristics. What problems does it solve What problems can it solve? What are the benefits?
You can also try approaching businesses directly - perhaps they need someone who understands SEO or content creation, or maybe they just want to know where to go for advice on social media strategy.
If all else fails why not offer your services to free events like conferences and networking evenings? You'll meet many potential customers without spending money on advertising, and you'll be able to show off your skills.
What kind of contracts can consultants sign?
When they are hired, most consultants sign standard employment contracts. These agreements specify how long the consultant will be working for the client and what he/she will be paid.
Contracts specify the area of expertise that the consultant will specialize in and the amount they will be paid. For example, the agreement may say that the consultant will provide training sessions, workshops, webinars, seminars, etc.
Other times, the consultant simply agrees to complete specific tasks within a specified timeframe.
Consultants often sign independent contractor contracts in addition to their standard employment agreements. These agreements allow the consultant work on his/her own but still receive compensation for his/her efforts.
Why would a company want to hire a consultant for their business?
A consultant provides expert advice on how to improve business performance. Consultants are not there to help you sell products.
A consultant assists companies in making better decisions by offering sound analysis as well as suggestions for improvement.
Consulting often works closely with senior management teams in order to help them understand the steps they must take to succeed.
They also provide leadership training and coaching to ensure employees develop the skills necessary to perform at peak levels.
They could advise businesses about reducing costs, streamlining processes and increasing efficiency.
What happens when the consultant finishes the job?
After the consultant has completed the work, they will submit a final document detailing the results. This report details the project timeline, deliverables, as well any other pertinent information.
Then, you'll review the report and decide whether the consultant met your expectations. If the report does not meet your expectations, you have two options: to request changes or to terminate the contract.
Statistics
- My 10 years of experience and 6-step program have helped over 20 clients boost their sales by an average of 33% in 6 months. (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)
- On average, your program increases the sales team's performance by 33%. (consultingsuccess.com)
- Over 50% of consultants get their first consulting client through a referral from their network. (consultingsuccess.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)
External Links
How To
How can I start a consultancy business with no money?
It's easy and cost-effective to start your own consulting business without capital investment.
This tutorial will teach you how to make money from home while improving your skills and earning extra cash.
Here are some secrets to help you get traffic on demand.
This method is called 'Targeted Traffic'. This method was designed specifically for you to do this...
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Find what niche you want to work in.
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Research which keywords people use to find solutions on Google.
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Write content around these keywords.
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Post your articles on article directories.
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To promote your articles, use social media.
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You can build relationships with people who are experts in the field.
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Get featured on these sites and blogs.
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Emails can be used to grow your email database.
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Start making money.