Assessment and Accomplishment

ConsulTop is the primary point of contact for many asset owners in the investment market. We as consultants provide a range of advisory services to asset owners, from funding decisions, to asset allocation, manager selection and reporting processes. We 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 and also make investment recommendations, provide objective advice, and help clients weigh the financial consequences of life decisions. we also help clients stay organized. We got 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. In some cases a client will let us act as a fiduciary, meaning that the client gives the consultant permission to make decisions on the client’s behalf without consulting the client for approval beforehand. We often either charge by the hour or they charge the client a percentage of the assets under management. We  help millions of people get financially organized and help them make educated life decisions.