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Things You Should Know About Financial Consultants.pdf -...

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THINGS YOU SHOULDKNOW ABOUT FINANCIALCONSULTANTSMUHAMMAD HASSAN@UNIVERSALBOOKKEEPINGACCOUNTING & BOOKKEEPING EXPERT1/5
2/5WHAT IS AFINANCIALCONSULTANT?A financial consultant is aspecialist who works withcustomers to develop astrategy for their long-termfinancial security. One kindof financial counselor is afinancial consultant. Afinancial advisor will carryout an analysis of yourpresent financial conditionand develop a strategy toassist you in achieving yourlong-term objectives.01MUHAMMAD HASSAN@UNIVERSALBOOKKEEPINGACCOUNTING & BOOKKEEPING EXPERT
WHAT DOES A FINANCIALCONSULTANT DO?02To assist customers in deciding whatthose objectives should be,financial counselors look at theclient's entire financial picture,including debts, assets, spending,and income. Investment management isanother service provided by
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Term
Spring
Professor
Curtis
Tags
Finance, Collective investment scheme, Financial adviser, Muhammad Hassan, BOOKKEEPING EXPERT

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