Do you need help with your finances?
I can help you with the following:
- Do you have enough to Retire?
- Reviewing your current investments
- Choosing a financial advisor
- Setting long-term financial goals
- Claiming an inherited life insurance policy, brokerage or retirement account
- Getting more from your 401(k) or IRA
- Getting the most from Social Security
- And much more.
All this for only $95 an hour.
I believe that I am unique among Financial Advisors. I do not manage money, sell life insurance or annuities, or promote any other expensive financial products. I work exclusively for you, on an hourly basis. No hidden agenda or sales commissions. Just good solid advice, personalized to fit your unique needs.
I am a Certified Financial Planner, CFP®, well versed in all aspects of managing your Personal Financial Life.
If this approach strikes you as a better way to meet your financial goals, give me a call at 818.613.0869, or send me an email at pressEL99@aol.com.
Financial Wellness, Money Manager, Insurance Planning