Consulting Health Financing Advisory

Responsibilities:
• Developing financial plans to help clientsachieve their long-term and short-term financial goals.
• Advising clients on taxes, retirement planning,investments, and insurance decisions, depending on their financialgoals.
• Assessing how certain life changes andfinancial status changes affect clients’ financial plansand adjusting such plans accordingly.
• Traveling to clients’ homes and places ofbusiness to consult with them.
• Monitoringfinancial markets and economic conditions.
• Soliciting new clients through cold-calling, emailing,advertising, and seminar-hosting.
• Communicating with accountants, real estate agents,attorneys, and other professionals to verify theinformation.
• Researching suitable investmentopportunities for clients.