Financial advisor for general financial planning, planning - Zavalla, TX, United States - beBee Handyman

beBee Handyman
beBee Handyman
Verified Company
Zavalla, TX, United States

1 week ago

Jessica Williams

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Jessica Williams

beBee Recruiter


Freelance
Description
I am considering the following question:
Should I sell a property that I own and invest the money in other assets, or should I keep it rented (currently with a tenant) and make a profit from the property?
There are several different aspects to consider when making this decision, and I would greatly benefit from the advice of a qualified and experienced professional.
  • How do you feel about managing and organizing your finances?
  • I am comfortable but I want to improve them.

  • What stage are you at in your professional career?
  • Senior level / management.

  • What are your annual income?
  • Between 50,000 and 75,000 euros per year.

  • What type of financial assistance or planning do you need from the advisor?
  • General financial planning, retirement planning, investment analysis and advice, estate planning, investment funds, home purchase.

  • Where do you want to receive the service from the advisor?
  • At the advisor's office, online, or by phone.

  • Indicate the date or approximate dates to start.
  • I am flexible.

  • Preferred schedule.
  • All day.
Service preference

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