The Financial Consulate, Inc
Financial-Services
Website
Company Tagline
Helping practical millionaires navigate retirement by handling your financial planning AND tax planning under one roof.
Industry Category
Business Keywords
Company Description
The Financial Consulate, Inc. is a leading financial services firm committed to providing comprehensive financial and tax planning solutions. With over 40 years of experience, The Financial Consulate, Inc. serves pre-retirees and retirees with substantial assets, offering them peace of mind through meticulous financial management.
Located at 201 International Circle, Suite 520, Hunt Valley, MD 21030, US, The Financial Consulate, Inc. stands out by integrating tax planning into every financial decision. A significant portion of their advisors are Certified Public Accountants (CPAs), supported by a dedicated tax team. This approach ensures that clients benefit from coordinated strategies covering pre-retirement Roth conversions, Required Minimum Distributions (RMDs), Qualified Charitable Distributions (QCDs), and Income-Related Monthly Adjustment Amount (IRMAA) thresholds.
The Financial Consulate, Inc. delivers immediate value through a comprehensive Financial Physical, which includes a complete financial plan, tax audit, insurance review, and estate analysis, all provided upfront. This client-focused approach, combined with their fee-only fiduciary status and NAPFA membership, underscores their commitment to prioritizing client interests. Discover more about how The Financial Consulate, Inc. can help you achieve your financial goals.
To the manager of The Financial Consulate, Inc., we invite you to create a customized and exclusive company showcase and product listing on our platform.
The Financial Consulate, Inc. est une entreprise de services financiers de premier plan engagée à fournir des solutions complètes de planification financière et fiscale. Avec plus de 40 ans d'expérience, The Financial Consulate, Inc. sert les futurs retraités et les retraités disposant d'actifs importants, leur offrant une tranquillité d'esprit grâce à une gestion financière méticuleuse.
Situé au 201 International Circle, Suite 520, Hunt Valley, MD 21030, États-Unis, The Financial Consulate, Inc. se distingue en intégrant la planification fiscale dans chaque décision financière. Une part importante de leurs conseillers sont des experts-comptables (CPA), soutenus par une équipe fiscale dédiée. Cette approche garantit que les clients bénéficient de stratégies coordonnées couvrant les conversions Roth avant la retraite, les distributions minimales obligatoires (RMD), les distributions caritatives qualifiées (QCD) et les seuils du montant d'ajustement mensuel lié au revenu (IRMAA).
The Financial Consulate, Inc. offre une valeur immédiate grâce à un bilan financier complet, qui comprend un plan financier complet, un audit fiscal, une revue d'assurance et une analyse successorale, tous fournis à l'avance. Cette approche axée sur le client, combinée à leur statut fiduciaire à honoraires uniquement et à leur adhésion à la NAPFA, souligne leur engagement à donner la priorité aux intérêts des clients. Découvrez comment The Financial Consulate, Inc. peut vous aider à atteindre vos objectifs financiers.
Au responsable de The Financial Consulate, Inc., nous vous invitons à créer une vitrine d'entreprise et une liste de produits personnalisées et exclusives sur notre plateforme.
Key Personnel / Employees
Compare Companies Side by Side
Compare The Financial Consulate, Inc with 3 companies in Financial-Services
| Comparison Field |
The Financial Consulate,...Main Company |
Polley Wealth Manage...View Profile |
Godsey & Gibb Wealth...View Profile |
Clearview Financial,...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 1985 | ||
|
Company Size
|
— | 2-10 | 11-50 | 2-10 |
|
City
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Hunt Valley, MD | Orlando, Florida | Richmond, Virginia | San Diego, California |
|
Country
|
United States | United States | United States | United States |
|
Skills & Keywords
Comparing with main company
|
9 Total Skills
Financial Planning
Tax Planning
Retirement Planning
Investment Management
Estate Planning
Financial Services
Wealth Management
Divorce Planning
Education
|
10 Total
1 Common
9 Unique
Match
11%
Common Skills:
Wealth Management
Unique Skills:
Asset Protection
Family Office Services
Income Planning
Investing
Legacy Planning
Philanthropy Planning
+3
|
11 Total
1 Common
10 Unique
Match
11%
Common Skills:
Wealth Management
Unique Skills:
Charitable Giving Strategy
Family Wealth Advising
Financial Advisors
Financial Plans
Insurance Consulting
Investment Advisors
+4
|
2 Total
2 Unique
Unique Skills:
College Planning
Stock Option Management
|
4
Total Companies1985
Oldest Founded1
Countries30
Unique SkillsSimilar Companies
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Alternative Company Names
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