Financial planning is defined as the process of counseling on the ways in which a person can achieve his or her life goals through the proper management of financial resources. Financial planning expert witnesses are qualified on topics that include, but are not limited to financial statement preparation and analysis (including cash flow analysis/planning and budgeting); insurance and risk management; employee benefits; investments; income taxes; retirement; and estate planning.
ForensisGroup financial planning expert witnesses are experienced financial planners with professional designations such as Certified Financial Planner™ (CFP®), chartered life underwriter (CLU), and chartered financial consultant (ChFC). They specialize in delegated money management, asset pricing, investments, stock transfers, pricing strategies, life and variable insurance product analysis, and commodities. Other financial planning experts focus on investment suitability and risks, concentrated pension fund holdings, tech company investments, and financial derivatives.
They provide consulting and expert testimony in the areas of insurance, investments, and financial and benefit planning. Their professional experience includes lecturing on topics such as financial planning, insurance, and investments. Some have worked in insurance brokerages, and have experience with finance and administration with duties such as international sales and marketing of commodities and manufactured products. Others have been consultants and associates for financial companies, and have served as professors of finance at colleges and universities.
ForensisGroup is ready to match you with a highly qualified financial planning expert witness. To start, fill out and Submit An Expert Request Form. Alternatively, please call our office at (800) 555-5422 for more information on how we can help your case.