Things to Know About Your Financial Consultant


There are two ways on how you can determine the level of satisfaction when it comes to your investments.

First is through the person that investors entrust their credit performance with. And the other is  through one’s relationship with their financial consultant who drives them to make the right decision on investments.

Picking your financial consultant will require openness to opinions on both parties and allow questions concerning your credits to pass freely within both parties.

  • How much do they charge for the services and how do you pay?

It is best for you to ask whether an initial fee is required, or if a percentage of assets is charged for those under management, or even whether they make money out of the products they sell. Financial consultants should be professional in maintaining a reasonable amount with regards to the services they offer and charges. A simple tip, ask your friends and families, they might know better.

  • What licenses, credentials, and certifications do they have?

Financial consultants are divided into four categories: the certified financial planner, the registered financial advisor, the certified public accountant, and the personal financial specialist. These four categories of financial consultants only differ on the clients they work with. For small businesses, a CPA is the best choice, but for personal financial matters, a personal financial consultant is worth the pay.

  • What are the bonus services they offer?

Investments should not only last for a certain period but for a lifetime. It is best for your financial consultant should provide you with a comprehensive financial plan on insurances, retirement and also estate planning. Go for someone who can ensure you of a comprehensive financial plan.


  • What is their investment approach?

When you have doubts on one of the financial philosophies you come into, make sure to ask your financial consultant about the pros and cons of each.

  • Can he/she provide a unique financial experience?

Getting out of the trend in maximizing the use of your investments is a risk! However, it is the financial consultant’s job to ensure you of having more than just that certain amount. He/she can be more open to other options and possible actions that can provide clients of a different twist on their credit.

Financial investments will never be a problem when working with the right financial consultant. Brandon, FL offers a wide variety of options where you can get your credit running. Choose wisely though, you don’t want your investments going down the drain now, do you



Bill Lavander Credit Restoration
505 Westbrook Ave. Brandon, Florida 33511

About Kapitan Bill

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