Investments

An investment consultant analyzes a client's current financial status and helps the client set reasonable, achievable financial goals. He or she can address a broad array of questions competently. Investment consultants also make investment recommendations, provide objective advice, and help clients weigh the financial consequences of life decisions. They also help clients stay organized.

Investment consultants must have expertise in tax planning, asset allocation, risk management, retirement planning, and estate planning in order to help clients at all stages of life and in a variety of circumstances.