Consider these factors when you are looking for an advisor to help you invest. These professionals offer various types of services and should be able to answer your questions. Ask questions about your retirement strategy and investment portfolio. Some of them may also offer estate planning services. While some may specialize in specific areas, others will provide advice on all aspects of your financial situation.
Dodds Wealth Management Group
Dodds Wealth Management Group can be registered as an investment advisory group. They are associated with LPL Financial, which is a registered broker-dealer. They are an experienced and caring group of financial advisers who help clients to manage their finances. The Dodds group works together to create financial plans that fit the client's individual needs and long-term goals.
The firm provides financial planning services for individuals and businesses and focuses on retirement income strategies, diversified investments, and insurance products. The firm also offers services in tax loss harvesting and identification of income sources. The staff includes Certified Financial Planners and has extensive experience in personal finance and financial planning. Fox Business regularly receives contributions from its founders.
Aspen Wealth Strategies
Denver-based investors are now in your hands. 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 is the wealth manager at the firm and has been serving clients for over 15 years. He is an active member of Denver Chamber of Commerce.
When looking for an investment advisor in Denver, the first thing to keep in mind is location. Aspen Wealth Strategies' office is in ARVADA CO. It is also close to other firms operating in the same field. 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 provides financial advice that focuses on tax optimization, financial planning, and financial planning. They develop financial roadmaps for clients to achieve their financial goals. Additionally, they offer investment management services. The firm is a combination of a Certified Public Accountant (CFP) and a Certified Financial Planner. It offers many services.
The firm offers investment and retirement planning for business owners, doctors, and freelancers. Their team of professionals includes Certified Financial Planners and Chartered Financial Consultants, who analyze client portfolios to determine the best investments.
Thomas Financial Advisors
Thomas Financial Advisors in Denver is a firm that helps clients save and make money. Andrew and Patrick Thomas started the firm to offer a variety services at affordable prices. These include education plans, investment management, retirement plans, as well as education plans. Thomas Financial Advisors works with individuals to design the right plan for their situation.
After a long and successful career in small business ownership, Tom Walsh joined us in 1997. Tom is a certified professional financial planner. He is also an Investment Advisor Representative for Crown Capital Securities L.P. Tom also holds insurance and securities licenses from Colorado and five additional 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 experience spans many areas, including helping clients manage risk and growing their portfolios. They can also assist clients in planning for retirement and education. A Financial Concierge team assists clients with all paperwork and coordinates work with other professionals. You can read more to learn about the benefits this firm provides.
Ghp Investment Advisors is a large advisory company that manages money on behalf of clients in Denver. They offer a variety of investment products and services. Their clients include pension plans, high-net worth individuals, corporations, as well pooled investment vehicles. They are located in Denver, Colorado and provide services to clients in Arizona, California, and other states.
FAQ
What is the cost of hiring a consultant?
Many factors go into determining how much it costs to hire a consultant. These include:
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Project size
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Time frame
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Scope and nature of work
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Fees
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Deliverables
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Other factors such as location and experience are also important.
Why hire consultants?
You might need consultants for a variety of reasons.
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You may have a problem or project that your organization needs to solve.
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You want to increase your skills and learn something new
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You would like to work with an expert in your field.
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There is no one else available to handle the task
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You feel overwhelmed by all of the information out there and don't know where to start
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You cannot afford to pay someone fulltime
The best way to find a good consultant is through word of mouth. Ask your friends and family if they know of any reliable consultants. Ask your friends and family for referrals if you know someone who is a consultant.
Use the "Search People" function to search for consultants in your region if you are interested in using online directories like LinkedIn.
Can I get a degree as a consultant?
Studying a subject deeply and then applying your knowledge is the best way for you to become an expert.
So if you want to learn how to become a great consultant, start studying now!
You may not be able to get hired if you don't have relevant experience but a degree. You could still apply if you are able to show that you have the same subject knowledge as the people who were hired.
But remember, employers will always look for candidates with real-world expertise.
Are you a consultant?
Consulting isn't just a career option for those who want to earn quick money. It's also a great place to gain valuable skills and build a foundation you can use in your future work.
Consulting offers various opportunities from project management, business development, strategy, training, and leadership roles. You might find yourself working on projects ranging from small start-ups to large-scale international corporations.
Consulting allows you to learn and improve your skills while also gaining experience in many industries. This could mean learning to manage teams, negotiate contracts, write proposals, manage budgets, analyze data, create presentations, conduct market research, and much more!
How is consulting different to freelancing
Freelancers, who are self-employed and provide services to clients without the need for employees, are independent contractors. Hourly rates are usually charged based on the time they spend working on a client’s project. Consultants are usually employed by companies or agencies. Consultants are typically paid either monthly or annually.
Freelancers tend to have more flexibility than consultants because they control their work hours and set their own prices. Consultants often offer better benefits such as vacation days and retirement plans, health insurance, and vacation days.
Statistics
- 67% of consultants start their consulting businesses after quitting their jobs, while 33% start while they're still at their jobs. (consultingsuccess.com)
- Over 62% of consultants were dissatisfied with their former jobs before starting their consulting business. (consultingsuccess.com)
- Over 50% of consultants get their first consulting client through a referral from their network. (consultingsuccess.com)
- According to IBISWorld, revenues in the consulting industry will exceed $261 billion in 2020. (nerdwallet.com)
- WHY choose me: Why your ideal client should choose you (ex: 10 years of experience and 6-week program has helped over 20 clients boost their sales by an average of 33% in 6 months). (consultingsuccess.com)
External Links
How To
How to start a consulting company and what should I do first?
Start a Consulting Company to make some extra money from home. You don’t need to have business experience or invest capital. You can start your own consulting firm by building a website. To promote your services, you will need to create a website.
These tools allow you to make a marketing program that includes the following:
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Create content (blogs).
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Establishing connections (contacts)
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Generating leads, also known as lead generation forms
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Selling products (eCommerce websites)
Once you have created your marketing strategy you will need to find clients that will pay for it. Some people prefer to go through networking groups and events, while others prefer to use online methods such as Craigslist, Kijiji, etc. Your choice is yours.
Once you have a new client, you need to discuss terms. You can discuss hourly rates, retainer agreements, flat fees, and other options. It's important to know what you expect before accepting a client so you can communicate clearly throughout the process.
Hourly agreements are the most common contract type for consultancy services. This agreement allows you to agree to provide services at a fixed price each week or month. Depending on the type of service you are offering, you may be able to negotiate a discount depending on the length of the contract. Make sure you understand what you are signing when you accept a contract.
Next, create invoices for your clients and send them. Invoicing is one of those things that seems simple until you actually try it. There are many options for invoices to be sent to your clients. For instance, some prefer their invoices to be emailed directly to clients while others prefer hard copies to be mailed. No matter what you do, make sure it works!
After creating invoices are complete, you will need to collect payments. PayPal is popular because it is easy to use, offers several payment options, and most people prefer it. Other payment processors such as Square Cash. Google Wallet. Apple Pay. Venmo.
Once you are ready to start collecting payments, it is time to open bank accounts. Separate checking and savings accounts allow you to keep track of income and expenses separately. It is also a good idea to set up automatic transfers into your bank account for paying bills.
It may seem overwhelming to start a consultancy, but once it is done correctly, it becomes second-nature. You can read our blog post to learn more about how to start a consultancy business.
You can make extra money by starting a consulting company without worrying about staff. Remote consultants don't need to be tied down by office politics or work long hours. You have more flexibility than traditional employees because you aren't tied down by work hours.