A financial advisor helps individuals and companies manage their money. In the most common cases in the services, there is also a list of activities aimed at investing.
No formal education is required to be a financial advisor. This call can be obtained experientially and through special trainings, courses and seminars. Some financial advisors are often accountants or lawyers specializing in financial management. One of their basic functions is the protection and preservation of clients’ money.
Financial planning often involves creating a financial plan. The plan defines in detail a series of steps to be taken in order to achieve your financial goals
Offer of services in the field of financial consulting
- Savings planning
- Portfolio Management
- Cash flow analysis
- Debt management
- Emergency asset management
- Investment
- Corporate Finance
- Crisis and recovery
- Risk management
- Consulting in accounting
- Tax advice
- Real estate consulting
Contact and cooperation
We at the T-Accounting agency offer a wide range of services in the field of financial consulting. Our team of experienced experts can provide you with quality assistance in making important financial and investment decisions. Contact us for cooperation.