A financial advisor acts as a strategist, counseling clients and educating them on where their money will best serve their lifestyle. Financial advisors are also certified to sell securities such as stocks, bonds, and other investment products. When you want to get your investment portfolio in order, a financial advisor is the ideal professional to contact for buying and selling investments. Similarly, tax advisors are helpful in navigating the ins and outs of deductions and filing responsibilities.

A financial consultant, however, performs an entirely different role. These professionals will assist in designing comprehensive action plans and investment strategies for their clients. They also emphasize investor accountability when working with clients for the long haul. A financial consultant offers ongoing advice to update your financial plan as your needs and goals change throughout the years.

A financial consultant will help you with your personal financial situation as well as your business plan to focus on consistent, positive growth. In addition to financial consulting services, choose a company that provides accounting and tax preparation services. This comprehensive approach to your financial situation allows you to streamline your planning and take action with confidence. Especially come tax season, understanding your financial outlook will help you plan for the future and make necessary adjustments to your investment plan and business forecast. That way, you can make the most out of every hard-earned dollar.

When you need an accountant who offers full-service financial and business consulting, call Daren Katayama CPA in Kailua Kona, HI, at (808) 329-6635. You can also visit the website for more information on their full array of business consultation services and tax preparation offerings. Contact a financial professional now to explain your needs and get started on a business plan aimed at solid growth.