Financial advisor for general financial planning, analysis, and advice - Morristown, OH, United States - beBee Handyman

beBee Handyman

Verified Company

Morristown, OH, United States

2 weeks ago

Posted by:

Jessica Williams

beBee Recruiter

Freelance

Description

I am building my long-term portfolio to make it an all-season one (prepared for every stage of the cycle we are in). I believe I have a clear distribution of assets based on my risk profile. However, I would like advice on choosing specific products. For example, I would like 30% of my portfolio to be in index funds, and one of them I want to include is the S&P 500. However, I am unsure of how to contract this product while paying the minimum possible commissions, as I am seeing many options for the same index.

How do you feel about managing and organizing your finances?

I am comfortable, but I want to improve.

What stage are you at in your professional career?

Beginner / junior.

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, investment analysis and advice, estate planning.

Where do you want to receive the service from the advisor?

Online service only (not in person).

Indicate the date or approximate dates to start.