Financial advisor for general financial planning, planning - Sunny Slopes, CA, United States - beBee Handyman

Description

Hello:
How are you? I hope you are doing well.

My name is Luis Carlos, and I am writing to you as an individual, with the following need, to see if you offer this service:
occasional advice on how to invest my savings.

I do not need an ongoing service, but rather a "report" with investment and savings suggestions based on my situation, personality, preferences, and profile.

I am not sure if you offer this service. If so, it is essential for me that no products from any entity are recommended to me. In other words, I would like pure advice without any conditions.

On the other hand, I will provide you with some information about myself:

• I am 42 years old
• I am selfemployed
• Married with 3 children
• I live in Alicante
• Monthly savings capacity: approximately 1,000 €
• Limited financial knowledge

Thank you very much.

• How do you feel about managing and organizing your finances?

I am not comfortable with my finances

• What stage are you at in your professional career?

Senior level / management

• What are your annual income?

Between 35,000 and 50,000 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, tax planning